When we first approach the topic of estate plans with clients, we know it can often be an uncomfortable discussion for many. We celebrate when clients tell us that they do in fact have an estate plan, that they know what is says, and that it reflects their values and wishes.
Please join us on Wednesday, May 10 from 5 to 6:30pm for a discussion led by local philanthropic advisor Robyn Schein about creating and honing gift strategies that work for you. We will explore how to align core values with charitable giving and share ideas and creative approaches for meaningful and effective philanthropy.
Recently at a family reunion, I overheard my niece Brittany explaining to my daughters that she often says, “Thank you Past Brittany!” That got my attention. She went on to describe how she often runs across a situation that is going smoothly for her only because she had prepared for it in the past. She says to herself, “Thank you Past Brittany!”
My sister in law is an Emergency Room nurse. Our conversations can be odd in that when I talk finance, she wants to cover her ears. When she talks medical, I do the same. Even though I often try not to listen to her stories, her words have gotten through and I’ve learned an important lesson. Life can be random and we never know when we are living our last day. It was she who taught me to always say “I love you” when one of my family members leaves the house. In fact, it’s become such a routine in our household our youngest will essentially shout “I love you!” as she flies out the door but won’t actually leave until she hears it said back to her.
© 2019 Birchwood Financial Partners. All rights reserved.
By Bridget Handke, CFP®