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Legacy Planning

Leaving a Legacy: Why you should talk about your estate plan now

Submitted by Birchwood Financial Partners on December 5th, 2017

By Kay Kramer, CFP®

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.

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You're Invited - Proactive vs. Reactive: What is Your Giving Profile

Submitted by Birchwood Financial Partners on April 4th, 2017

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.

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Thank you Past Brittany! Six financial things you can do now that you’ll thank yourself for later.

Submitted by Birchwood Financial Partners on August 23rd, 2016

Thank YouBy Bridget Handke, CFP®

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!”

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The Nine Financial Things Everyone Should Know Before Becoming a Widow(er)

Submitted by Birchwood Financial Partners on May 5th, 2016

By Bridget Handke, CFP® CAP®

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.

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  • 3300 Edinborough Way, Suite 610, Edina, MN 55435 United States
  • Phone: 952-885-9088
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Birchwood Financial Partners and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Birchwood Financial Partners is an SEC Registered Investment Advisor (Registration does not imply a certain level of skill or training). Please note that Birchwood Financial Partners nor any of it agents give legal advice or detailed tax advice. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the States of AZ, CA, FL, IA, IL, MN, OR, TX, WI or where otherwise legally permitted. Birchwood is not affiliated with or endorsed by any government agency.

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