Tag: Estate Planning

Holiday Money

You know, it’s that time again when families get together for the Holidays. It reminds me of a good friend who has a large extended family. Once a year, the whole clan vacations together. Believe it or not, each morning they spend an hour in which they talk with each other about money. The rest of the day is free for fun and frolicking—what people typically do on vacation. But, what’s happening with my friend’s family is that they’ve become better connected and more clearly understand where he and his spouse stand on money, and what’s going to happen with the money when they pass on. It’s neat to watch the change that’s taken place in the family over the past ten years.

Seeing the Future Now

In the last blog, we talked about Leonardo da Vinci’s personal motto of Sapere Vedere – believing is seeing. We think that for estate planning, believing then seeing is key for a successful transition. It creates an opportunity to make your children, grandchildren and others aware in advance of what you want.

Sapere Vedere — For Estate Plans

Leonardo Da Vinci is credited with having invented over 500 years ago the airplane, the helicopter, the crane, and the parachute, as well as many other extraordinary innovations. His paintings of the Mona Lisa and the Last Supper and his sculptures are some of the best-known works of art.

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