Blog
From the Vault
An email from a follower: Thanks so much for letting me share my story on your ‘From the Vault’ series. Honestly, I had nowhere to vent about serving as executor, especially not with my family, [...]
Giving Tuesday- Leaving a Legacy
"You must take care of other people" were words impressed upon Kirk Douglas by his mother at an early age and this commitment to philanthropy has been reflected in his estate planning. Douglas left [...]
Tips and Trix
Thursdays are for Tips and Trix! Today's Tip: A major health diagnosis serves as a good trigger to strategize an estate plan to ensure the right community of support around you as you face [...]
From the Vault
From the Vault . . My dad unequivocally was a bad guy. He stole money from people and destroyed their retirements. His name is not a household name like that of Bernie Madoff but it [...]
Giving Tuesday-Ethical Wills
How do you leave behind your legacy of values and ethics for future generations? In this Giving Tuesday post, Executrixie highlights the value of leaving an ethical will. Advisers use ethical wills to look [...]
Giving Tuesday- Leaving a Legacy
"My photo books on Arizona are my last will and testament to my love for my native state." — Barry Goldwater Barry Goldwater — a five-term Republican senator from Arizona and a presidential candidate in [...]