One Family’s Creative Estate Plan Leaving a Legacy of Adventure
Occasionally, a client shares an idea with me that makes me stop and think, “That’s just brilliant.” Not long ago, I met with a couple with a big family and many grandkids. Between birthdays, holidays, and special occasions, they felt that shopping for toys the kids would forget in a few weeks wasn’t the answer. Instead, they wanted to do something that would matter when the kids were older. So, for every birthday or holiday, they added money to what they called an “Adventure Fund” for each grandchild. By the time the kids turn 18, they’ll have a little nest egg waiting for them that they can use however they like. It could be a trip, college expenses, or other experiences they are drawn to. As they thought more, the couple realized they might not be around long enough to keep adding to the younger grandchildren’s funds. That worried them. They didn’t want
the tradition to stop with the older kids. So, we worked together to write it into their Estate Plan. Now, no matter what happens, each grandchild will have their adventure fund waiting when the time comes. I love this story because it shows what planning can really be. It doesn’t always have to follow the same old lines about splitting property or naming heirs. It can be creative. It can carry a message. For this family, the message was about encouraging new experiences, growth, and adventure. That’s what I want people to know. Estate Planning can be about more than paperwork. It can protect traditions and help your family feel your values long after you’re gone. This family chose adventure. You might choose education, faith, or community. Whatever it is, the right plan can make sure it lasts. If you’re interested in exploring your options, give us a call.
Apple-Cranberry Salad
Ingredients • 6 slices of bacon • 1/3 cup balsamic vinaigrette • 1/3 cup olive oil • 2 tbsp raw honey • 8 oz fresh baby spinach, rinsed and dried
• 3/4 cup dried cranberries • 1 Honeycrisp apple, peeled and thinly sliced • 1/4 red onion, thinly sliced • 1/2 cup feta cheese
Directions 1. In a large skillet, cook bacon until crispy. Remove it from the pan and set on a paper towel-lined plate to cool. 2. In a small bowl, whisk together balsamic vinaigrette, olive oil, and honey. Set aside. 3. In a large bowl, add spinach, cranberries, apple slices, red onion, and feta. Crumble bacon pieces over the top. Use salad forks to toss ingredients thoroughly. 4. Add dressing to the salad and toss again until well-coated.
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