If You’re Single You Need an Estate Plan

By |2021-12-06T16:01:04+00:00January 28th, 2022|Blog, Estate Planning, Estate Planning|

It's a common misconception that estate planning is only for the wealthy or for married couples. In reality, everyone should have some sort of estate plan. This is even more true if you are single because you don’t have an obvious person to handle your affairs should something happen to you. So if you’re [...]

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Estate Planning for Special Needs Children

By |2021-12-06T15:59:38+00:00January 21st, 2022|Blog, Estate Planning, Estate Planning, Tips|

Estate planning for special needs children doesn’t need to be complicated, but it is daunting to think about. Parents of children with special needs know all too well how much care and planning goes into making sure their children are taken care of and receive the education and services they need. Planning for their [...]

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Things to Think About When Estate Planning for Retirement

By |2021-12-06T15:57:37+00:00January 14th, 2022|Blog, Estate Planning, Estate Planning, Tips|

Whether you are already retired or you’re thinking about retiring soon, have your estate plan ready to help you protect your financial and retirement goals. There’s a lot of big changes that come with retiring and being prepared with your estate plan will help you move smoothly and freely into this next phase of [...]

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Comfort Your Family with Your Estate Plan

By |2021-11-16T16:22:06+00:00December 17th, 2021|Blog, Estate Planning, Estate Planning, Tips|

It’s not easy to think about or talk about what happens after you die or planning for something that seems so far off. Your estate plan can and should comfort your family so they know what to do when the worst happens. This only comes easier if you discuss your estate plan with your [...]

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Don’t Let These Two Words Wreak Havoc on Your Estate Plan…

By |2021-11-16T16:21:26+00:00December 10th, 2021|Blog, Estate Planning, Estate Planning|

“Per capita” and “per stirpes” are phrases you’ve probably never heard of or at least don’t use very often. These phrases can determine how your wealth is passed on to each generation of your family.  So not knowing the difference can potentially lead to disinheriting your loved ones.  Three Ways To Pass On Your [...]

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How to Gift From Your Estate This Holiday Season

By |2021-11-16T16:20:47+00:00December 3rd, 2021|Blog, Estate Planning, Estate Planning, Tips|

‘Tis the season for gift giving! This time of year can be stressful with the hustle and bustle of the holidays. But maybe this year you aren’t looking for the hottest deals or the most popular toys to give. We can help you prepare if you’re considering gifting part of your estate. Here’s a [...]

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Here’s How to Handle Irresponsible Beneficiaries

By |2021-11-15T16:23:16+00:00November 26th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Every family has different circumstances and dynamics. Irresponsible beneficiaries can be hard to plan for. Maybe you’re planning to leave everything to your children but they are still young. Maybe your ideal beneficiaries have other challenges they are facing like health problems, addiction, or aren’t financially responsible enough.  Considering your beneficiaries’ circumstances and futures [...]

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This Thanksgiving Be Grateful For Talking About Your Estate Plan

By |2021-11-15T16:24:26+00:00November 19th, 2021|Blog, Estate Planning, Estate Planning, Tips|

While you’re passing the mashed potatoes, why not talk about your estate plan? Thanksgiving is the perfect time to talk to your family about your estate plan. If you’re reading this you most likely have an estate plan, but have you told your loved ones what’s involved in your plan? Do they know what [...]

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Don’t Forget Your Furry Friends in Your Estate Plan

By |2021-11-12T14:18:24+00:00November 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+00:00November 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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