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INSIDE THIS ISSUE 1.
Caps, Gowns … and Power of Attorney? What Graduates Really Need When Retirement Gets Quiet, Make Life Feel Full Again How to Choose the Right Executor or Trustee The Magic Words Your Grandkids Secretly Want to Hear Creamy Spring Salmon Get Creative and Plan Beyond the Bank Account
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May 30 is National Creativity Day, and what better way to honor it than by reminding clients that estate planning is not just about numbers? While wills and trusts cover bank accounts, retirement funds, and other financial assets, there are assets equally important to families and loved ones. From cherished heirlooms and journals to photographs and art, these items tell stories and hold memories that money cannot replace. Ignoring them can unintentionally spark disputes among loved ones, but a little planning can preserve both the items and the stories behind them. EASILY ORGANIZE AND ENTRUST HEIRLOOMS This is where tools like Inheralink ® come in. When using its Personal Property Memorandum , clients can easily log and assign specific items to designated beneficiaries. Want to make sure that your grandmother’s necklace goes to your niece, or that your personal journals end up with a particular family member who will treasure them? Inheralink allows clients to take photos of these items, add notes or stories, and specify exactly who should receive each item. It is a structured, stress-free way to make intentions crystal clear and to minimize arguments when the time comes. CAPTURE AND PRESERVE MEMORIES ALONG THE WAY The real beauty of this approach is not just organization, but also storytelling. Every item can carry a message: why it is meaningful, the memories attached, or even guidance for how it should be used or cherished. When you capture these personal touches, clients are not just leaving a list of items; they are leaving a legacy, a way for family members to feel connected to loved ones long after they are gone. MAKE PLANNING PERSONAL For your clients, National Creativity Day is the perfect moment to think beyond financial planning and include the sentimental details that matter. Connect with our team so you or someone you know can start exploring tools like Inheralink to inventory and assign personal property thoughtfully. By doing so, they not only protect their family relationships but also ensure the stories and memories that matter most are preserved.
HEIRLOOMS, JOURNALS, AND MEMORIES
TURN SENTIMENTAL ITEMS INTO A
LEGACY, NOT A FAMILY FEUD
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