Not Having an Estate Plan is Still a Plan…

By |2021-07-30T14:33:58+00:00July 30th, 2021|Blog, Estate Planning, Tips|

Not having an estate plan means you do have a plan, a plan that could leave your loved ones potentially with nothing. It’s estimated that 50-60% of Americans don’t have a Will and with over half of the country living without a proper estate plan, that means there’s a lot of relatives and friends [...]

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Finally Taking That Vacation? Talk to Your Family About Your Estate Plan

By |2021-07-16T14:06:08+00:00July 16th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Now that travel is ramping up because so many of the pandemic restrictions are being lifted, that vacation you’ve been craving after being cooped up during the pandemic may be nearing. While you’re on your trip, it may be a good time with the family all together and relaxed to talk about the future. [...]

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Just Married? Here’s the Estate Planning Documents You Need

By |2021-07-12T16:43:59+00:00July 9th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Wedding season is upon us! If you’re reading this you may be a newlywed or on your way down the aisle, and if so- congratulations! Estate planning for newlyweds is the best way to start your marriage out with peace of mind knowing you and your spouse are protected. There’s so much that goes [...]

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The Estate Planning Tools You Need for When Disaster Strikes

By |2021-07-02T14:15:21+00:00July 2nd, 2021|Blog, Estate Planning, Estate Planning, Tips|

Estate planning isn’t only for the elderly or wealthy, we can all use estate planning tools for emergencies. We never know when we may find ourselves in an emergency, so how can we be prepared for something that may or may not happen? Whether getting sick unexpectedly, natural disasters, or accidents, emergencies can happen [...]

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What to Ask an Estate Planning Attorney Before You Commit

By |2021-06-25T14:15:26+00:00June 25th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Estate planning can be daunting to think about in itself that the thought of also finding an attorney to help you through the process may seem entirely overwhelming. Knowing the questions to ask an estate planning attorney as you begin your search will not only help you to feel confident in your decision, but [...]

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Where’s Your Money Going? Estate Planning Tips to Keep Your Money in Your Family

By |2021-06-18T14:21:59+00:00June 18th, 2021|Blog, Estate Planning, Estate Planning, Tax Law, Tips|

Let’s face it, we know thinking about what happens after you die isn’t something you necessarily want to think about or talk about. With the “greatest wealth transfer in history” in our midst, it’s important to know what happens to your assets when you die and how you can properly plan for them to [...]

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

By |2021-06-11T14:36:14+00:00June 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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If You Own a Business You Need to Read This

By |2021-05-26T15:01:03+00:00May 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+00:00May 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+00:00May 7th, 2021|Blog, Estate Planning, Estate Planning, Tips, Uncategorized|

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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