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How (And Why) To Review Your Estate Plan Regularly

How (And Why) To Review Your Estate Plan Regularly

Get your will done – check. Create an advance health care directive – check. Healthcare power of attorney – check. Getting the pieces in place of your estate plan is very satisfying but it can also lead to a false sense of security. Creating an estate plan is not a...

Smart Strategies for Win-Win Giving

Smart Strategies for Win-Win Giving

You have a couple options when it comes to how to spend your money. Option 1. Accumulate wealth and then create an estate plan so that upon your death, money goes to support the various causes you believe in. Hope that everything goes to plan after you die. Option 2....

3 Questions to Ask Yourself About Leaving Money to Your Children

3 Questions to Ask Yourself About Leaving Money to Your Children

In the last post, we talked about some general things to consider when deciding on the question of how to leave money to your children. Today, I have a list of 3 questions you may want to ask yourself as you begin to figure out your inheritance plan. 1. Will my child...

How Much Should You Leave to Your Children?

How Much Should You Leave to Your Children?

"A good man leaves an inheritance to his children's children." That quote from Proverbs resonates with many of us. We want to be in a financial position where we have the ability to leave money to our heirs to give them financial security and to allow them to carry on...

How to Create a Will That Leaves a Legacy

How to Create a Will That Leaves a Legacy

Your will is more than a simple legal document with instructions about what to do with your estate. It is a piece of paper that can shape your legacy for years to come. Today I want to bring your attention to some issues that will help you think through what you want...

“Will I Have Enough?” Getting Over the Fear of Giving

“Will I Have Enough?” Getting Over the Fear of Giving

It’s a concern I hear again and again: Will I still have enough? What people are really asking is a little more subtle, and it’s: If I give money to charitable causes, will I still have enough for me? This is a valid concern. No one would argue that it makes sense to...

How Procrastination Destroys Our Financial Goals

How Procrastination Destroys Our Financial Goals

It’s the time of year when one word is on everyone’s minds: Resolutions. We all want this year to be the best year ever, and making resolutions is the first step to making that happen. There’s another word that’s on my mind at this time of year, too: Procrastination....

How to Avoid Hurricane Matthew Charity Scams

How to Avoid Hurricane Matthew Charity Scams

Haiti is once again in the headlines as the news comes in which a  higher and higher death toll from Hurricane Matthew – now topping 1,000 –devastated the area. The pictures from the region are heart-wrenching, showing buildings, towns and families destroyed. This is...

How a tax return is like an x-ray

How a tax return is like an x-ray

An x-ray is a very helpful diagnostic tool for doctors. A patient may look healthy on the outside, but on the inside, something could be very wrong. An x-ray shows what’s under the surface, and that’s why it’s so valuable. What an x-ray is to a doctor, a tax return is...

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How Do we shape our legacy?

Start by answering one simple question:

Why?

Find Your Why

Keep In Touch

Join Patrick’s email list to receive updates, legacy planning tips and more!

  • This field is for validation purposes and should be left unchanged.

How do we shape our legacy?

Start by answering one simple question: why?