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 [...]

Fri September 16, 2022

The Biggest Estate Planning Mistakes We’ve Seen

By |2022-11-17T17:12:04-06:00September 16th, 2022|Blog, Estate Planning, Estate Planning, Tips|Comments Off on The Biggest Estate Planning Mistakes We’ve Seen

The biggest estate planning mistakes can be devastating to your loved ones. We hear the same things over and over when it comes to estate planning. "I don't need an estate plan, my loved ones will get everything.". "My family can decide what to do with my assets.". "I'm healthy, I don't need an [...]

Fri September 9, 2022

Why is Estate Planning Important?

By |2022-11-17T17:13:42-06:00September 9th, 2022|Blog, Estate Planning, Estate Planning, Tips|Comments Off on Why is Estate Planning Important?

With so many misconceptions around estate planning, it's important to ask why is estate planning important? Many think that needing an estate plan is only important if you're extremely wealthy, but that couldn't be further from the truth. There are many aspects to estate planning that apply to literally anyone. Sure, the more complex [...]

Fri September 2, 2022

What Estate Planning Documents Do I Need to Change After Divorce?

By |2022-11-17T17:15:57-06:00September 2nd, 2022|Blog, Estate Planning, Estate Planning|Comments Off on What Estate Planning Documents Do I Need to Change After Divorce?

Chances are if you are reading this, you are going through a divorce or already have. Either way, you know that the situation is not easy. Divorces come with many emotions and starting the task of updating your information after a divorce can seem daunting. However complicated or amicable your situation may be, the [...]

Fri August 26, 2022

Should You Name Your Children as Trustees?

By |2022-08-25T19:52:03-05:00August 26th, 2022|Blog, Estate Planning, Estate Planning|Comments Off on Should You Name Your Children as Trustees?

Should you name your children as trustees of your trust? The answer varies greatly depending on your situation. For the most part we always want to treat our children equally. Some circumstances, however, don't warrant giving your children the same responsibilities. When you are setting up your estate plan, or trust, you are naming [...]

Fri August 19, 2022

How Do You Split Personal Items in an Estate?

By |2022-08-26T14:57:53-05:00August 19th, 2022|Blog, Estate Planning, Estate Planning|Comments Off on How Do You Split Personal Items in an Estate?

Money is typically what comes to mind first when one thinks about estate planning, but how do you split personal items in an estate? Of course its important to plan how your assets will be distributed after you're gone, but your personal items may be even more valuable to your heirs. Your money won't hold [...]

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