How to Free Yourself from Financial Worries

This article was originally included in our email newsletter on August 14, 2009.  It may have been edited somewhat from the version that was originally emailed, so be sure to sign up in the upper right corner of our website to make sure you are getting our email newsletter hot off the press!

With all of [...]

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Parents! Learn How to Protection Your Children at FREE Workshop at Monkey Joe’s, May 19th

Parents spend so much time agonizing over who they will leave their kids with when they go to work or when they go out on a Friday night, and yet the majority don’t even have a Will–and even those who do often make 1 of 6 common mistakes!
Discover how to easily name guardians for your [...]

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The Power of Story-Based Estate Planning, Part 3

Continuing the series from Scott Farnsworth and Sunbridge Legacy Builder Network. Here is Part 2 in Scott’s series about the power of story-based planning. If you missed Parts 1 and 2, you can read them here and here.
The Power of Story-based Planning  Part 3
“The Siren Call of the Questionnaire”
In an earlier post [...]

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The Power of Story-Based Estate Planning, Part 4

Continuing the series from Scott Farnsworth and Sunbridge Legacy Builder Network. Here is Part 2 in Scott’s series about the power of story-based planning.  If you missed them, you can read Parts 1, 2 and 3, you can read it here, here and here.
The Power of Story-based Planning  Part 4
“The Art [...]

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The Power of Story-Based Estate Planning, Part 2

Continuing the series from Scott Farnsworth and Sunbridge Legacy Builder Network. Here is Part 2 in Scott’s series about the power of story-based planning. If you missed Part 1, you can read it here.
The Power of Story-based Planning Part 2
For at least the last decade, the hottest buzzword in the planning professions has been [...]

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Carolina Family Estate Planning Is On Facebook – Join Us For Quick Tips and Information

Carolina Family Estate Planning is on Facebook. I’ve started using this as a quick tool to share interesting tips, articles and blog posts that I come across when I don’t have time to write a formal blog post. We also keep it regularly updated with new events going on at our office.
The firm’s page can [...]

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Another Reason to Have a Health Care Power of Attorney

In several posts, including this one and this one, I’ve discussed the importance of having a Health Care Power of Attorney (also known as a Health Care Directive) for all adults. A recent article in the Los Angeles Times had brought to light another reason to create one: Advanced directives for end-of-life care results in [...]

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FREE Kids Protection Planning Workshop at Monkey Joe’s

Parents spend so much time agonizing over who they will leave their kids with when they go to work or when they go out on a Friday night, and yet the majority don’t even have a Will–and even those who do often make 1 of 6 common mistakes!
Discover how to easily name guardians for your [...]

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The Power of Story-Based Estate Planning, Part 1

When I set out to open Carolina Family Estate Planning, I wanted to develop deeper relationships with my clients and help them truly understand how their plans work. In my experience, clients are looking for trusted and caring advisors that will help them create a legacy for their loved ones—this includes both financial and non-financial [...]

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FREE Kids Protection Planning Guide – Learn the 9 Steps to Protect Your Child’s Future

We’ve launched several new tools at the firm over the past few months and I wanted to make sure to get the word out to blog readers, starting with the Kids Protection Planning Guide.
This FREE guide reveals the Nine Insider Secrets to Guarantee Your Kids’ Future Is Never Left in the Hands of a [...]

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