Heuchert Financial Incorporated
Brad and Jocelyn are intentional about building strong relationships with their 7 grandchildren to encourage being healthy spiritually, emotionally and physically. This will support their grandchildren so that each one has as strong sense of who they are, helping them succeed and take on life’s challenges.
They bring that same intention into their practice to work with clients. It takes the guess work out of what one’s estate will be at time of death. Some people feel the kids will just get what is left, if there is anything. Brad & Jocelyn agree the kids will get what is left; but they work with their clients to ensure that there is something meaningful to leave for their kids.
I can’t begin to count how many people have told me they will leave $1 million to each child and that is enough. I asked if they could choose $2 million to each instead which would they choose. The second just requires a little planning. What about leaving $250,000 to each of your 4 grandchildren, but had to plan, would you?