Posts Tagged ‘legacy’
A Spoonerful of Christmas
I like to say that I’m in the legacy business. It’s one of the many reasons I love what I do for a living and the reason this will always be a ministry and not just a job. While what I do involves protecting and preserving financial assets, of course, it’s not all about money.…
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Every year, during the third week of October, we observe Estate Planning Awareness Week—a time to highlight the importance of planning for the future and securing your legacy. While discussing topics like wills, trusts, and inheritances may not be the most exciting conversation, they are undeniably essential for the financial well-being of your loved ones…
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