by Betty-Anne Howard | May 9, 2019 | Philanthropy and Inheritance Planning
Sometimes in life it is possible to have your cake and eat it, including when it comes to estate planning and charitable giving.But, I’m getting ahead of myself…let me start by telling you a story about my Mom.We adored our Mother. She was the one we went to for...
by Betty-Anne Howard | Apr 18, 2019 | Financial Literacy
Do you have a financial plan – one that includes your estate planning? Without a solid, well thought out plan dealing with distribution of assets, disagreements can happen. In my experience as a professional planner I have seen conflict, disagreements and hurt...
by Betty-Anne Howard | Apr 16, 2019 | Financial Literacy
By Betty-Anne Howard and Kathleen Pratt Are you aware that we each have a personal relationship with money? Our unique relationship with money includes how we interact with it, how we treat it, and what we do with it. Do you feel uncomfortable approaching the topic of...
by Betty-Anne Howard | Apr 4, 2019 | Philanthropy and Inheritance Planning
Taking the mystery out of financial planning for life, not the Magic. When it comes to financial planning, there are four things we can do with our money. In its simplest form, money is something we can can Owe (debt and taxes), Grow (savings and investments), Live...
by Betty-Anne Howard | Mar 19, 2019 | Philanthropy and Inheritance Planning
Even with a Will, without proper planning, your beneficiaries may not end up with the amount you were expecting them to get. Is that what you want? When most people think of estate planning, they think about having a Will. A Will is a great start, as it usually lays...
