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 [...]

Fri April 9, 2021

The Digital Age and Estate Planning

By |2021-04-09T14:26:58+00:00April 9th, 2021|Blog, Estate Planning, Estate Planning, Tips|Comments Off on The Digital Age and Estate Planning

We have to face the fact that our lives are becoming more digitized. With technology taking over, it's important to consider your digital assets in your estate plan and how we have been traditionally planning for our futures may need to change. Our digital assets are becoming more valuable than some of our physical [...]

Fri April 2, 2021

Does Your Estate Plan Protect Your Intellectual Property?

By |2021-04-02T14:52:40+00:00April 2nd, 2021|Blog, Estate Planning, Tips|Comments Off on Does Your Estate Plan Protect Your Intellectual Property?

If you own a business, you almost certainly have intellectual property and maybe you don't know about protecting your intellectual property. However, because your intellectual property is intangible, it can be invisible to you and those who aren’t familiar with the nature of intellectual property and its value, so it often gets overlooked, especially [...]

Fri March 26, 2021

What Does Beneficiaries of Estate Mean?

By |2021-03-26T14:20:08+00:00March 26th, 2021|Estate Planning, Tips|Comments Off on What Does Beneficiaries of Estate Mean?

The Term “Beneficiaries” Beneficiary is the legal term for the person or people who will inherit your assets. You may also think of “heir” or “inheritance”, these are all related to beneficiaries. Beneficiaries of an estate may receive your assets including money, investments, property, personal belongings, etc. The beneficiaries of someone’s estate will be [...]

Fri March 19, 2021

What Is a Living WIll?

By |2021-03-19T14:50:21+00:00March 19th, 2021|Estate Planning, Tips|Comments Off on What Is a Living WIll?

There’s a major misconception that a will (last will and testament) is all you need at the end of your life, but do you know what a Living Will is? We have previously discussed Wills vs. Trusts and which you may need, but there are differences between a last will and testament and a [...]

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