legacy planning

What is an Ethical Will and Why You Might Want One

April 17, 2020Posted in Financial Planning, Wealth ManagementWritten by Nathan FaldmoLeave a comment
Ethical wills can be used to pass down family heirlooms that have little to no financial value such old family photographs or albums such as this Grandmother and granddaughter looking at black and white photo album

When considering your legacy and future of your family, you likely think of it in terms of trusts, asset management and powers of attorney. An ethical will goes a step beyond traditional wills to include more personal details and is an excellent complement to any estate plan. If you see an ethical will as a valuable part of your legacy, it’s never too early to start writing one.

Legacy Planning: Why a Living Will is So Important for You and Your Loved Ones

April 16, 2019Posted in Asset Management, Financial PlanningWritten by Nikki SutcliffeLeave a comment
Couple meeting with financial advisor to review living will and legacy planning documents - Stableford Capital

Creating a legacy means planning for all aspects of the future, and a living will is the best way to take the guesswork out of your medical care. Stableford receives numerous questions on the living will topic each year. We’ve asked Nikki Polistina, Director of Client Relations and CERTIFIED FINANCIAL PLANNER™ to respond to a few of the most frequently asked questions in this article.

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