Protect your family and assets with Lexern’s estate planning services, including wills, trusts, powers of attorney, and personalized legal guidance.

Transferring Ownership of Your Home the Right Way

By |2023-04-27T13:00:59-05:00April 28th, 2023|Blog, Estate Planning, Estate Planning|

One of the most significant financial decisions you can make is transferring the ownership of your home to another person. It may seem like a simple process, but it can have consequences you may not have thought of. Transferring ownership of your house to someone without professional estate planning is not a wise decision. [...]

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High Net Worth Estate Planning

By |2023-03-31T08:54:31-05:00March 31st, 2023|Blog, Estate Planning, Estate Planning|

High net worth estate planning takes special considerations to ensure you and your loved ones are protected. High net worth individuals and families may require more complex estate plans. Your estate plan, no matter your net worth, should be tailored to your specific situation and goals. With higher net worth estates, if you have a [...]

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Minimizing Conflict When Exiting a Business

By |2023-03-02T10:29:03-06:00March 3rd, 2023|Blog, Business Law, Business Structure, Estate Planning, Estate Planning, Small Business|

Minimizing conflict when exiting a business is always the main goal of an exit strategy. From choosing the right successor, to avoiding other challenges that come with succession planning, minimizing conflict goes hand in hand with an effective plan. Learn how to keep your business running smoothly, even after you're gone. Even if you [...]

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Selling a Family Business

By |2023-02-09T11:16:50-06:00February 10th, 2023|Blog, Business Law, Business Structure, Estate Planning, Estate Planning, Small Business|

Selling a family business isn't always an easy process... You've worked hard to build your business, or to keep the family business you've been handed going, but what happens when it's time for the next generation to take over? A family business, no matter how long it's been in the family, has sentimental value [...]

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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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