Fri June 18, 2021

Where’s Your Money Going? Estate Planning Tips to Keep Your Money in Your Family

By |2021-06-18T14:21:59+00:00June 18th, 2021|Blog, Estate Planning, Estate Planning, Tax Law, Tips|Comments Off on Where’s Your Money Going? Estate Planning Tips to Keep Your Money in Your Family

Let’s face it, we know thinking about what happens after you die isn’t something you necessarily want to think about or talk about. With the “greatest wealth transfer in history” in our midst, it’s important to know what happens to your assets when you die and how you can properly plan for them to [...]

Fri June 11, 2021

What Your Graduating Senior Needs Before They Set Out On Their Own

By |2021-06-11T14:36:14+00:00June 11th, 2021|Blog, Estate Planning, Estate Planning, Tips|Comments Off on What Your Graduating Senior Needs Before They Set Out On Their Own

Time really does fly by. In the blink of an eye your little one is graduating high school, turning 18, and becoming an adult. There’s so many paths your new adult may choose in life and it’s important to know that once they are legal adults, even if they are still living at home, [...]

Fri June 4, 2021

Estate Planning for Same-Sex Couples- Special Considerations You Should Know

By |2021-06-04T14:31:26+00:00June 4th, 2021|Blog, Estate Planning, Estate Planning|Comments Off on Estate Planning for Same-Sex Couples- Special Considerations You Should Know

Estate planning is for everyone and if you are a part of the LGBTQ community, it may be even more important for you to consider your plans for your assets after you pass. The idea is of course daunting, but to protect your loved ones, it’s crucial to have your wishes documented and a [...]

Fri May 28, 2021

Who Will Pay If You Take the Easy Way Out?

By |2021-05-28T15:26:34+00:00May 28th, 2021|Uncategorized|Comments Off on Who Will Pay If You Take the Easy Way Out?

When it comes to estate planning, there’s no easy way out. We previously wrote about estate planning myths, and there are so many more that we didn’t cover. It can be a confusing process, especially with estate tax laws. Solutions that may seem simple could end up costing you and your loved ones many [...]

Fri May 21, 2021

If You Own a Business You Need to Read This

By |2021-05-26T15:01:03+00:00May 21st, 2021|Blog, Estate Planning, Estate Planning, Small Business, Tips|Comments Off on If You Own a Business You Need to Read This

Estate Planning for Business Owners Business owners have so much going on that estate planning is usually at the bottom of this list. You work so hard to build your business and to keep it running successfully, the to-do lists are endless. But one task you should have on your list is completing your [...]

Fri May 14, 2021

Do You Believe These Estate Planning Myths?

By |2021-05-14T14:58:44+00:00May 14th, 2021|Blog, Estate Planning, Estate Planning, Tips|Comments Off on Do You Believe These Estate Planning Myths?

Estate planning can be a daunting process, and these common estate planning myths don’t help to lift the curtain on how important estate planning is and how everyone needs a plan. Many of these estate planning myths leave people thinking they don’t have the means or necessarily need an estate plan at all. We [...]

Fri May 7, 2021

What Your Kids Need to Know About Your Estate Plan

By |2021-05-07T15:21:35+00:00May 7th, 2021|Blog, Estate Planning, Estate Planning, Tips, Uncategorized|Comments Off on What Your Kids Need to Know About Your Estate Plan

Having an estate plan is a great first step to securing peace of mind in knowing your affairs are in order and your wishes for your assets and wealth are taken care of in case anything happens to you, or once you are no longer here. If you have children, they are most likely the [...]

Fri April 30, 2021

The Battle Over Prince’s Estate Years After His Death

By |2021-04-30T16:23:25+00:00April 30th, 2021|Blog, Estate Planning, Estate Planning|Comments Off on The Battle Over Prince’s Estate Years After His Death

We have learned quite a bit about estate planning from the rich and famous, and unfortunately the information we most often learn is what not to do. We see celebrities and think that they must have it all together, or at least have teams of people who take care of them, but that’s not [...]

Fri April 23, 2021

A DIY Disaster- Why You Shouldn’t DIY Your Estate Plan

By |2021-04-23T13:42:53+00:00April 23rd, 2021|Blog, Estate Planning, Estate Planning|Comments Off on A DIY Disaster- Why You Shouldn’t DIY Your Estate Plan

We are seeing a rise in DIY estate planning services and even hearing about people still using handwritten wills in place of consulting a professional to help with estate planning. With the pandemic bringing to light the importance of having your affairs in order, many people are scrambling to put together an estate plan [...]

Fri April 16, 2021

Estate Planning Tips for Child-Free Couples

By |2021-04-16T15:37:38+00:00April 16th, 2021|Uncategorized|Comments Off on Estate Planning Tips for Child-Free Couples

Not all adults walk the same path in life and more and more of the growing generations are choosing to not have children and instead committing to a child-free lifestyle. Deciding not to have children may come with a sense that with no heirs to leave your wealth after your death, that you don’t [...]

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