Fri December 2, 2022

Passing on Your Personal Possessions

By |2022-12-01T11:14:18-06:00December 2nd, 2022|Blog, Estate Planning, Estate Planning|Comments Off on Passing on Your Personal Possessions

How to pass on your possessions may seem like the main point of estate planning, but passing on possessions has evolved. We are living in times when "stuff" isn't as coveted by the younger generations. Tastes change right along with technology and what once may have been considered as a "had to have" item, [...]

Fri November 18, 2022

How to Protect Your Digital Assets

By |2022-11-17T16:56:30-06:00November 18th, 2022|Blog, Estate Planning, Estate Planning|Comments Off on How to Protect Your Digital Assets

How to protect your digital assets should be top of mind as our lives move more online. Your digital assets may be a huge part of your estate and you may not even know it. Many think that tangible assets are all that needs to be in an estate plan, like your house, your [...]

Fri November 11, 2022

How Cryptocurrency and NFTs Fit into Your Estate Plan

By |2022-11-17T16:54:21-06:00November 11th, 2022|Blog, Estate Planning|Comments Off on How Cryptocurrency and NFTs Fit into Your Estate Plan

Five years ago, cryptocurrency was probably not on your radar, let alone a part of your estate plan. Today, it may be an important investment in your portfolio. You could even own some nonfungible tokens (NFTs), which are powered by the same blockchain-based technology. Despite the dizzying fluctuations in the value of these assets, [...]

Fri November 4, 2022

Planning for Your Digital Assets and Preserving Your Digital Legacy

By |2022-11-17T16:58:09-06:00November 4th, 2022|Blog, Estate Planning, Tips|Comments Off on Planning for Your Digital Assets and Preserving Your Digital Legacy

An estate plan often focuses on tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to include planning for your digital assets. Digital assets consist of everything we own online. Because we spend more time on computers and smartphones than we ever did [...]

Fri October 28, 2022

What Not To Do When a Loved One Dies

By |2022-11-17T17:00:06-06:00October 28th, 2022|Blog, Estate Planning, Estate Planning|Comments Off on What Not To Do When a Loved One Dies

Losing a loved one is the hardest time in one's life and knowing what not to do when a loved one dies is so important. With the to do list that comes along with making arrangements after your partner's passing, sometimes decisions can be made hastily or even brushed to the side. Grief is [...]

Fri October 21, 2022

How to Know if You Need an Incentive Trust

By |2022-11-17T17:02:04-06:00October 21st, 2022|Blog, Estate Planning, Tips|Comments Off on How to Know if You Need an Incentive Trust

Sometimes it isn't as easy as leaving everything to your kids... do you need an incentive trust? Regardless of your wealth, all of our family dynamics are different. You may have children that you want to leave everything to, but there may be one thing holding you back. Considering the maturity of your trustees [...]

Fri October 14, 2022

Succession Planning for Business Owners

By |2022-11-17T17:03:48-06:00October 14th, 2022|Blog, Business Law, Business Structure, Estate Planning, Small Business, Tips|Comments Off on Succession Planning for Business Owners

Opening your own business may have been your dream, but sometimes all that comes along with running the business can be overwhelming. With all your hard work, thinking about exiting your business usually isn't in the forefront of your mind. Succession planning for business owners can seem daunting, but you've worked so hard to [...]

Fri October 7, 2022

The Challenges of Owning a Business

By |2022-11-17T17:05:49-06:00October 7th, 2022|Blog, Small Business|Comments Off on The Challenges of Owning a Business

The challenges of owning a business are what keep many from even reaching for their dreams. Add in a worsening economy and rising inflation and the challenges of owning a business become even greater. Starting a business isn't always easy to begin with, but if you do successfully open your business, how do you [...]

Fri September 30, 2022

Who Do I Name in My Estate Plan?

By |2022-11-17T17:08:24-06:00September 30th, 2022|Blog, Estate Planning|Comments Off on Who Do I Name in My Estate Plan?

Estate planning is full of big decisions, and thinking "who do I name in my estate plan?" is probably the biggest one. In your estate plan you'll be naming the people whom you wish to take over your finances, assets, and administering your belongings. It can be a tough decision. Here is a breakdown [...]

Fri September 23, 2022

What Happens If I Die Without a Will?

By |2022-11-17T17:10:19-06:00September 23rd, 2022|Blog, Estate Planning|Comments Off on What Happens If I Die Without a Will?

What happens if I die without a will? This is an important question when thinking about the goals you have for your family. Without a will or an estate plan, you already have a plan- your state's plan. Without a will, your estate will need to go through the probate process. Probate is a [...]

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