Harris Financial-HandlinganInheritance-Family at dinner table

By: Harris Financial Advisors | On: March 19, 2020 | Category: Estate Planning, Financial Planning |

How to Handle an Inheritance Responsibly

Receiving an inheritance can come with conflicting emotions: you might be in mourning after losing your loved one, feeling overwhelmed from your sudden windfall of wealth, or worried that you might spend the money too fast or put it in the wrong places.

HowtoLeaveaLastingLegacyforYourFamily-Mom and son on beach

By: Harris Financial Advisors | On: February 5, 2020 | Category: Estate Planning, Long Term Planning |

Leaving a Lasting, Meaningful Legacy for Your Loved Ones

As we’ve covered in a previous blog post, creating an estate plan to address the inevitable can be an emotionally exhausting process for any family. To make things even more challenging, estate planning mainly focuses on the legal disposition of assets and is often only part of a larger legacy plan that can include much more.

Harris Financial Advisors-Part2StepstoTakeAfteraLovedOneDies-Comforting Head Rest

By: Harris Financial Advisors | On: November 26, 2019 | Category: Estate Planning, Financial Planning |

Planning for the Inevitable (Part 2): Steps to Take After the Death of a Loved One

This is the second blog post of a two-part series on “Planning for the Inevitable.” Part 1 can be found here.

The loss of a loved one is emotionally devastating on many levels. The best defense against uncertainty and stress is to lean on existing family and social and professional relationships for support.

Harris Financial-PlanningfortheInevitable-Couple Viewing Coastline

By: Harris Financial Advisors | On: November 5, 2019 | Category: Estate Planning, Financial Planning |

Planning for the Inevitable (Part 1): Estate Planning Steps to Take Now

Preparing for one’s own eventual demise or the loss of a loved one can be emotionally exhausting. If starting the conversation seems difficult, you’re not alone. According to the Kaiser Family Foundation (2017) and The Conversation Project National Survey (2018):