The ancient ethical will is a beautiful tool for those who don’t want their legal will to be their only “last words.” Updated for a modern audience, the ethical will is a non-binding personal legacy letter (or recording) that is attached as a side document to legal documents. I wanted to let you know about upcoming […]
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I have routinely recommended that people use a bank safe deposit box to store valuable papers and small assets. The physical protection of a bank vault, plus a system of access requiring two keys kept by the customer and the bank, would seem to provide a great deal of security. Yet several recent news articles […]
Fiduciary, client-centered financial planning is dynamic, ongoing, and evolving. The collaboration between client and planner is a relationship that often lasts for a client’s’ lifetime. Sometimes that relationship even extends beyond a client’s lifetime if they have children or leave money to a foundation. Children may become the stewards of their parents’ financial legacy via […]
Making estate planning decisions can be one of the most emotionally charged areas of financial planning. Kahler Financial Group offers advice and support to clients in both the financial details and the emotional aspects of legacy planning. We work with clients and their attorneys to be sure that their estate planning documents accurately reflect the […]
One of my clients, on a recent trip to San Francisco, visited the King Tut exhibit. She said it made her wonder whether the ancient Egyptians gave so much attention to the afterlife that they never got around to living their lives. Their culture seemed almost obsessed with preparing for death. Our culture, on the […]