---
title: The Latest from Birchwood Financial Partners | Estate & Legacy Planning
description: Estate & Legacy Planning |
---
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Phone: [952-885-9088](tel:19528859088)
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# Financial Insights Blog
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[ ](https://blog.birchwoodfp.com/beneficiary-designation-to-your-retirement-accounts)
## [Could an Outdated Beneficiary Designation Derail Your Estate Plan?](https://blog.birchwoodfp.com/beneficiary-designation-to-your-retirement-accounts)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Jun 25, 2026 8:00:04 AM
When people think about estate planning, they often focus on wills, trusts and legal documents. But one of the most important estate planning...
[Read More](https://blog.birchwoodfp.com/beneficiary-designation-to-your-retirement-accounts)
[ ](https://blog.birchwoodfp.com/widow-finances)
## [A Thoughtful Guide to Finances After Losing a Spouse](https://blog.birchwoodfp.com/widow-finances)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/bridget-handke-cfp-cap)
May 21, 2026 9:00:00 AM
My sister-in-law is an emergency room nurse. When she talks about her work, I sometimes find myself wanting to look away. And when I talk about...
[Read More](https://blog.birchwoodfp.com/widow-finances)
[ ](https://blog.birchwoodfp.com/when-loss-brings-more-than-grief)
## [When Loss Brings More than Grief: Practical Lessons for Families](https://blog.birchwoodfp.com/when-loss-brings-more-than-grief)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/bridget-handke-cfp-cap)
Oct 16, 2025 8:00:00 AM
In a recent blog, When Caring Gets Complicated: Personal Lessons, I shared what I learned while navigating the challenges of caregiving. What I’ve...
[Read More](https://blog.birchwoodfp.com/when-loss-brings-more-than-grief)
[ ](https://blog.birchwoodfp.com/therole-of-a-personal-representative-executor)
## [The Role of a Personal Representative (Executor): What It Really Takes to Settle an Estate](https://blog.birchwoodfp.com/therole-of-a-personal-representative-executor)
[Kimmie Andrews, CFP® CDFA®](https://blog.birchwoodfp.com/author/kimmie-andrews-cfp)
Sep 25, 2025 8:00:04 AM
We often tell our clients that having an estate plan is one of the greatest gifts you can leave behind. But what happens when the plan doesn’t work...
[Read More](https://blog.birchwoodfp.com/therole-of-a-personal-representative-executor)
[ ](https://blog.birchwoodfp.com/guest-blog-cabin-planning-part-two-lifetime-transfers-and-alternative-ownership-options)
## [Guest Blog: Cabin Planning Part Two - Lifetime Transfers and Alternative Ownership Options](https://blog.birchwoodfp.com/guest-blog-cabin-planning-part-two-lifetime-transfers-and-alternative-ownership-options)
[Birchwood Financial Partners](https://blog.birchwoodfp.com/author/birchwood-financial-partners)
Sep 2, 2025 11:00:00 AM
As family cabins continue to serve as treasured gathering places, so does the importance of planning for their future. We’re pleased to share the...
[Read More](https://blog.birchwoodfp.com/guest-blog-cabin-planning-part-two-lifetime-transfers-and-alternative-ownership-options)
[ ](https://blog.birchwoodfp.com/when-caring-gets-complicated-personal-lessons)
## [When Caring Gets Complicated: Personal Lessons](https://blog.birchwoodfp.com/when-caring-gets-complicated-personal-lessons)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/bridget-handke-cfp-cap)
Aug 28, 2025 8:00:00 AM
Caring for aging parents is something many of us don’t fully understand until we’re in the thick of it. I’ve been going through it — first with my...
[Read More](https://blog.birchwoodfp.com/when-caring-gets-complicated-personal-lessons)
[ ](https://blog.birchwoodfp.com/walking-with-you-a-financial-advisors-role-when-youve-lost-a-spouse)
## [Walking With You: A Financial Advisor’s Role When You’ve Lost a Spouse](https://blog.birchwoodfp.com/walking-with-you-a-financial-advisors-role-when-youve-lost-a-spouse)
[Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/author/rachel-infante-cfp)
Jul 10, 2025 11:30:35 AM
Let’s talk about something that’s never easy: losing a spouse. If you’re reading this, you may be walking through the fog of grief — or perhaps...
[Read More](https://blog.birchwoodfp.com/walking-with-you-a-financial-advisors-role-when-youve-lost-a-spouse)
[ ](https://blog.birchwoodfp.com/guest-blog-cabin-planning)
## [Guest Blog: Cabin Planning As Part of the Estate](https://blog.birchwoodfp.com/guest-blog-cabin-planning)
[Birchwood Financial Partners](https://blog.birchwoodfp.com/author/birchwood-financial-partners)
Jun 18, 2025 8:00:00 AM
As the allure of cabin getaways becomes a cherished tradition for many families, so does the necessity of ensuring these properties are seamlessly...
[Read More](https://blog.birchwoodfp.com/guest-blog-cabin-planning)
[ ](https://blog.birchwoodfp.com/asking-for-and-accepting-help)
## [The Importance of Asking for and Accepting Help](https://blog.birchwoodfp.com/asking-for-and-accepting-help)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Feb 27, 2025 8:15:00 AM
I recently experienced an injury that has taken months to recover from. While a physical injury makes the potential need for help more apparent,...
[Read More](https://blog.birchwoodfp.com/asking-for-and-accepting-help)
[ ](https://blog.birchwoodfp.com/financial-planning-a-meaningful-gift-for-young-adults)
## [Financial Planning: A Meaningful Gift For Young Adults](https://blog.birchwoodfp.com/financial-planning-a-meaningful-gift-for-young-adults)
[Brayden Kelly, BFA™](https://blog.birchwoodfp.com/author/brayden-kelly-bfa)
Nov 7, 2024 9:30:00 AM
Our clients frequently ask how they can give meaningful financial gifts to their children as they enter adulthood. With their own financial situation...
[Read More](https://blog.birchwoodfp.com/financial-planning-a-meaningful-gift-for-young-adults)
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*Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.*
*All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc., and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or qualified professional before making any financial decisions. We are not affiliated with or endorsed by the Social Security Administration or any government agency. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners. All links have been provided only as a convenience.*
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Birchwood Financial Partners, Inc., an SEC Registered Investment Advisor. Birchwood Financial Partners, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency, and is not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of AZ, CA, FL, IA, IL, MN, NC, NY, TX, WI or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
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