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Beyond the Documents: Why a Family Love Letter® is Crucial for Estate Planning

by cortneyh | Feb 28, 2025 | Estate Planning, Financial Advisor

READ TIME: 5 MIN Originally written by Kirstin Hawthorne from Munson Law Firm based on the February 13 Love Letter Workshop hosted with Cortney Heykoop of Clover Leaf Wealth Strategies and adapted for our website articles. Estate planning often conjures up images of...

Creating a Financial Strategy for Your Child with Special Needs

by cortneyh | Jan 7, 2025 | Disability, Estate Planning, Financial Advisor, Special Needs

READ TIME: 5 MIN   Every family is different, which means that each of us must create financial strategies with our particular circumstances in mind. This is especially true for families caring for children with special needs. Parents often need to consider the...

Year-End Gift Strategies: Meaningful Ways to Support Charities and Family Members

by cortneyh | Dec 10, 2024 | College Planning, Estate Planning, Financial Advisor, Life Insurance, Taxes

READ TIME: 5 MIN   As the year comes to a close, many of us reflect on what we’ve accomplished and how we can make a positive impact on the people and causes that matter most to us. Whether it’s supporting a favorite charity, helping a family member save for...

Gifting, Legacy, and Trust: Using the Holidays to Build a Meaningful Future

by cortneyh | Nov 22, 2024 | College Planning, Disability, Estate Planning, Financial Advisor, Special Needs

READ TIME: 5 MIN The holiday season is a time of warmth, family, and giving. While many people focus on presents that bring immediate joy, there is an opportunity to make gifts that last far beyond the holiday season. Gifting with an eye toward legacy can have lasting...

The Importance of a Will: More Than Just a Document

by cortneyh | Aug 8, 2024 | Estate Planning

READ TIME: 4 MIN August is National Make a Will Month, an important reminder of the necessity of having a well-drafted will. A will is more than just a legal document; it’s a crucial tool in ensuring that your wishes are respected and your loved ones are taken...

The Family Love Letter*: Planning to Protect and Preserve Your Family

by cortneyh | Feb 13, 2024 | Estate Planning, Financial Advisor

READ TIME: 3 MIN Most of us have spent the majority of our adult lives focusing on providing for our family’s current needs, setting up our children to be successful and independent adults, and hopefully setting ourselves up to eventually enjoy retirement. But,...
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