---
title: The Latest from Birchwood Financial Partners | Estate & Legacy Planning (2)
description: Estate & Legacy Planning | (2)
---
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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/multigenerational-financial-planning)
## [Multigenerational Financial Planning](https://blog.birchwoodfp.com/multigenerational-financial-planning)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Aug 15, 2024 7:45:00 AM
Do your personal goals include leaving a financial legacy for future generations? Multigenerational financial planning is an essential strategy to...
[Read More](https://blog.birchwoodfp.com/multigenerational-financial-planning)
[ ](https://blog.birchwoodfp.com/simplify-your-financial-life)
## [Simplify Your Financial Life](https://blog.birchwoodfp.com/simplify-your-financial-life)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/bridget-handke-cfp-cap)
Aug 8, 2024 8:00:00 AM
Whatever your age or stage in life, managing your finances can often feel overwhelming. Whether you are in your 30s or 40s, or approaching...
[Read More](https://blog.birchwoodfp.com/simplify-your-financial-life)
[ ](https://blog.birchwoodfp.com/tips-for-taking-over-an-aging-parents-finances)
## [4 Tips For Taking Over An Aging Parent’s Finances](https://blog.birchwoodfp.com/tips-for-taking-over-an-aging-parents-finances)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Jun 29, 2023 11:00:00 AM
As our clients age, we often see them struggle with paying their bills for a number of reasons.
[Read More](https://blog.birchwoodfp.com/tips-for-taking-over-an-aging-parents-finances)
[ ](https://blog.birchwoodfp.com/common-estate-planning-mistakes-and-how-to-avoid-them)
## [Common Estate Planning Mistakes and How to Avoid Them](https://blog.birchwoodfp.com/common-estate-planning-mistakes-and-how-to-avoid-them)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/bridget-handke-cfp-cap)
May 18, 2023 11:58:49 AM
Most Financial Advisors will tell you it’s essential to have an estate plan and to update it as your life and estate tax laws evolve. This will help...
[Read More](https://blog.birchwoodfp.com/common-estate-planning-mistakes-and-how-to-avoid-them)
[ ](https://blog.birchwoodfp.com/family-guide-to-aging-and-helping-seniors)
## [A Family Guide to Aging and Helping Seniors](https://blog.birchwoodfp.com/family-guide-to-aging-and-helping-seniors)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/bridget-handke-cfp-cap)
Nov 15, 2022 7:00:00 AM
I recently spent time with my mom, who lives in another state. She had been in the hospital earlier this year. It was wonderful to see her doing...
[Read More](https://blog.birchwoodfp.com/family-guide-to-aging-and-helping-seniors)
[ ](https://blog.birchwoodfp.com/giving-money-to-family-members)
## [What You Need to Know Before Giving Money to Family Members](https://blog.birchwoodfp.com/giving-money-to-family-members)
[Damian Winther, CFP® CSRIC®](https://blog.birchwoodfp.com/author/damian-winther-cfp)
Jul 21, 2022 9:35:00 AM
It’s not uncommon to want to leave a gift for your children and family members at your death. We find that clients who are in a position to share...
[Read More](https://blog.birchwoodfp.com/giving-money-to-family-members)
[ ](https://blog.birchwoodfp.com/personal-representative-responsibilities)
## [Duties & Responsibilities of a Personal Representative](https://blog.birchwoodfp.com/personal-representative-responsibilities)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Apr 14, 2022 7:00:00 AM
This article outlines some of the obligations and responsibilities of a personal representative who is working through administering a decedent’s...
[Read More](https://blog.birchwoodfp.com/personal-representative-responsibilities)
[ ](https://blog.birchwoodfp.com/estate-planning-mistakes)
## [20 Estate Planning Mistakes and How To Avoid Them](https://blog.birchwoodfp.com/estate-planning-mistakes)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Nov 30, 2021 9:03:00 AM
Fall is typically a time for financial planning conferences, and this year I attended a couple of them. The closing speaker at Financial Planning...
[Read More](https://blog.birchwoodfp.com/estate-planning-mistakes)
[ ](https://blog.birchwoodfp.com/losing-loved-one-estate-planning)
## [The things I Could and Could Not Prepare for When Losing My Mother](https://blog.birchwoodfp.com/losing-loved-one-estate-planning)
[Kay Kramer](https://blog.birchwoodfp.com/author/kay-kramer-cfp)
Oct 28, 2021 7:15:00 AM
I thought I was ready. I thought I was ready to have my mother die. She was 95 and a half, after all, and had a really wonderful life. She had been...
[Read More](https://blog.birchwoodfp.com/losing-loved-one-estate-planning)
[ ](https://blog.birchwoodfp.com/talking-estate-planning-senior-parents)
## [Talking About Estate Planning with Your Senior Parents](https://blog.birchwoodfp.com/talking-estate-planning-senior-parents)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/bridget-handke-cfp-cap)
Oct 6, 2021 1:35:00 PM
As a financial advisor, I’ve witnessed clients dealing with end-of-life with their parents. Sometimes it goes smoothly and other times not. If a...
[Read More](https://blog.birchwoodfp.com/talking-estate-planning-senior-parents)
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*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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