When Should I Start Estate Planning?

By |2023-01-24T09:17:21-06:00January 27th, 2023|Blog, Estate Planning, Estate Planning|

One of the most common questions we get is "when should I start estate planning?". The answer is if you're asking the question then you probably need an estate plan. It's a common mistake thinking that you aren't "old enough" or "wealthy enough" to have a plan, but realistically everyone over the age of [...]

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Protecting Your Assets in Retirement

By |2023-01-05T12:42:43-06:00December 16th, 2022|Blog, Estate Planning, Estate Planning|

Protecting your assets in retirement may not be the first thought as you’re getting closer to the next phase of your life. Much of our working lives is focused on saving enough to be comfortable in retirement, not necessarily what happens once we get there. But learning now how to protect your assets in [...]

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Giving Gifts from Your Estate

By |2022-12-08T11:55:04-06:00December 9th, 2022|Blog, Estate Planning, Estate Planning|

Giving gifts from your estate doesn't need to be complicated. If you're feeling the generous spirit this year and are looking to spread your wealth to your loved ones, we have a guide for giving gifts from your estate. Here is a quick recap for giving gifts from your estate and an update for [...]

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Passing on Your Personal Possessions

By |2022-12-01T11:14:18-06:00December 2nd, 2022|Blog, Estate Planning, Estate Planning|

How to pass on your possessions may seem like the main point of estate planning, but passing on possessions has evolved. We are living in times when "stuff" isn't as coveted by the younger generations. Tastes change right along with technology and what once may have been considered as a "had to have" item, [...]

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How to Protect Your Digital Assets

By |2022-11-17T16:56:30-06:00November 18th, 2022|Blog, Estate Planning, Estate Planning|

How to protect your digital assets should be top of mind as our lives move more online. Your digital assets may be a huge part of your estate and you may not even know it. Many think that tangible assets are all that needs to be in an estate plan, like your house, your [...]

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What Not To Do When a Loved One Dies

By |2022-11-17T17:00:06-06:00October 28th, 2022|Blog, Estate Planning, Estate Planning|

Losing a loved one is the hardest time in one's life and knowing what not to do when a loved one dies is so important. With the to do list that comes along with making arrangements after your partner's passing, sometimes decisions can be made hastily or even brushed to the side. Grief is [...]

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The Biggest Estate Planning Mistakes We’ve Seen

By |2022-11-17T17:12:04-06:00September 16th, 2022|Blog, Estate Planning, Estate Planning, Tips|

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 [...]

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Why is Estate Planning Important?

By |2022-11-17T17:13:42-06:00September 9th, 2022|Blog, Estate Planning, Estate Planning, Tips|

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 [...]

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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|

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 [...]

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Should You Name Your Children as Trustees?

By |2022-08-25T19:52:03-05:00August 26th, 2022|Blog, Estate Planning, Estate Planning|

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 [...]

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