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

By |2021-06-11T14:36:14-05:00June 11th, 2021|Blog, Estate Planning, Estate Planning, Tips|

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, [...]

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

By |2021-06-04T14:31:26-05:00June 4th, 2021|Blog, Estate Planning, Estate Planning|

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 [...]

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Who Will Pay If You Take the Easy Way Out?

By |2021-08-03T14:59:32-05:00May 28th, 2021|Blog, Estate Planning, Estate Planning, Tax Law, Tips|

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 [...]

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If You Own a Business You Need to Read This

By |2021-05-26T15:01:03-05:00May 21st, 2021|Blog, Estate Planning, Estate Planning, Small Business, Tips|

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 [...]

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Do You Believe These Estate Planning Myths?

By |2021-05-14T14:58:44-05:00May 14th, 2021|Blog, Estate Planning, Estate Planning, Tips|

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 [...]

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What Your Kids Need to Know About Your Estate Plan

By |2021-05-07T15:21:35-05:00May 7th, 2021|Uncategorized, Blog, Estate Planning, Estate Planning, Tips|

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 [...]

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The Battle Over Prince’s Estate Years After His Death

By |2021-04-30T16:23:25-05:00April 30th, 2021|Blog, Estate Planning, Estate Planning|

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 [...]

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

By |2021-04-23T13:42:53-05:00April 23rd, 2021|Blog, Estate Planning, Estate Planning|

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 [...]

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Estate Planning Tips for Child-Free Couples

By |2021-08-03T15:02:29-05:00April 16th, 2021|Blog, Estate Planning, Estate Planning, Tips|

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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The Digital Age and Estate Planning

By |2021-04-09T14:26:58-05:00April 9th, 2021|Blog, Estate Planning, Estate Planning, Tips|

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 [...]

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