Don’t Forget Your Furry Friends in Your Estate Plan

By |2021-11-12T14:18:24-06:00November 12th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Your pets are a huge part of your family, but so often we don’t think to include them in our plans for the future. Including your pet in your estate plan may seem silly as most of us will outlive our furry loved ones, but what happens in case of an emergency? It’s always [...]

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Protecting Your Assets with Your Estate Plan

By |2021-11-05T15:11:21-05:00November 5th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Did you know you can use your estate plan to protect your assets? Estate planning provides many things and the benefits are endless. What many think traditional estate planning is, only covers a small portion of what an estate plan can do for you. Many think the main purpose of estate planning is the [...]

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Don’t Plan from Your Deathbed

By |2021-10-29T14:40:47-05:00October 29th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Delaying your estate planning could have severe consequences for your loved ones and for the life you’ve worked hard to build. A proper estate plan takes time to create and finalize. So waiting until it’s too late could be devastating to you and your family. In some instances if you wait until you have [...]

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How to Include Cryptocurrency in Your Estate Plan

By |2021-10-22T14:00:50-05:00October 22nd, 2021|Blog, Estate Planning, Estate Planning, Tips|

It’s time for traditional estate planning to start evolving, just like our technology and our currency. It seems the buzzword the past year or so has been “cryptocurrency” and if you’ve taken part in the craze, then you know how quickly things are evolving. As our assets and our lives move online, we need [...]

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Proposed Tax Law Changes to IRA’s and What They Could Mean For Your Estate Plan

By |2021-10-15T12:18:44-05:00October 15th, 2021|Blog, Estate Planning, Estate Planning, Tax Law, Tips|

Have you seen the headlines about the “Build Back Better Act”? You may need to pay closer attention to your estate planning and retirement accounts in the near future.  Although the bill hasn’t passed yet, the proposed tax law changes could impact your exposure to estate planning taxes and your self-directed IRA investment options.  [...]

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When Should You Start Estate Planning? NOW.

By |2021-10-08T12:02:57-05:00October 8th, 2021|Blog, Estate Planning, Estate Planning|

Many people think estate planning is only for the wealthy or elderly. This common misconception can lead to many issues for someone at any age. Whether you are 18 or 81, you should have some form of an estate plan. The question of when to start estate planning has a simple answer, and that’s [...]

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Growing Your Family with ART? You Need an Estate Plan.

By |2021-10-01T15:49:47-05:00October 1st, 2021|Blog, Estate Planning, Estate Planning|

With technology advancing, we are seeing more and more families grow through the help of Assisted Reproductive Technology, or the use of various fertility treatments including IVF, artificial insemination, and surrogacy. There are so many scenarios in which people are using these technologies to get on the path to parenthood, and with these various [...]

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Why You Need an Estate Plan if You Have No Heirs

By |2021-09-24T14:16:25-05:00September 24th, 2021|Blog, Estate Planning, Estate Planning|

Life takes us all in different directions and we all have different goals. Many think that having an estate plan is only important for those with children or with family that they are planning on  leaving their estate to. While it is important for those people to have an estate plan, it can be [...]

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How Estate Planning Works

By |2021-09-15T15:16:08-05:00September 15th, 2021|Blog, Estate Planning, Estate Planning|

With so many misconceptions about estate planning, it can be confusing to know exactly how estate planning works. These misconceptions can also keep you from starting an estate plan because the entire process may seem overwhelming. Paired with no one wanting to think about the end of their life, estate planning can be put [...]

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What Estate Planning Documents Do I Need?

By |2021-09-10T14:25:14-05:00September 10th, 2021|Blog, Estate Planning, Estate Planning, Tips|

With so many misconceptions about estate planning, it’s hard to know what you need to have prepared for your loved ones in case the worst happens. Many think that an estate plan just involves having a will. Of course a will is great to have, but there is much more to an estate plan [...]

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