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Preserving Tradition

Preserving Tradition

The holiday season is nearly here – a time around which many family traditions are centered. It is also a perfect time to record those traditions or to remember some older traditions that may have disappeared with time. The stories we tell about family traditions or reminiscences of previous holidays are part of how we find our place within the family circle. These stories are also a way for younger or newer members to gain insight into the family history of which they are now a part.
Filed in: Traditions
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Check Your Beneficiary Designations

Check Your Beneficiary Designations

I regularly urge readers to organize their estates and I’ve talked at length about including all assets in that planning, so I would be remiss not to mention an important piece of estate organization advice. Make a habit of periodically checking the beneficiary designations on your life insurance policies – as well as other financial accounts for which you may have beneficiaries. The reason for this is that these designations bypass your will. That means that the proceeds of the insurance are not controlled by your will but rather the beneficiary designation listed on your policy.
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Legacy Planning When You’re Young Is Smart Thinking

Legacy Planning When You’re Young Is Smart Thinking

You don’t have to reach middle age to start thinking about legacy planning. In fact, with the growing number of available digital assets and the growing utilization of these assets, the need to plan is becoming more important at a younger age.
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Give Your Family the Roadmap to Your Legacy

Give Your Family the Roadmap to Your Legacy

Creating a legacy can be a dual effort but oftentimes one person in the household takes the lead on planning. It’s a natural approach because when one person does the job, you avoid duplication of effort. It would be easy to overlap if both you and your spouse were heavily involved in the planning process. While it makes sense to delegate the responsibility to one person, what if that person should die first?
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Tell Me a Story

Tell Me a Story

There are many different ways to tell a story – around a campfire, at night before bed, at family gatherings, maybe even keeping a diary or journal. But the truth is that we are always telling stories. We’re hard-wired to do so. Scientists investigating “why we think” have discovered that the human brain has evolved into a narrative-creating machine. No matter what we encounter, we automatically impose a story-like chronology and cause-and-effect logic on it. Facts alone are meaningless; it’s the stories we create around the facts that become important.
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