The Biggest Estate Planning Mistakes We’ve Seen

By |2022-09-15T16:27:04+00:00September 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 |2022-09-05T15:32:05+00:00September 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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Preparing for the Unexpected

By |2022-07-14T16:05:39+00:00July 15th, 2022|Blog, Estate Planning, Estate Planning, Tips|

If we have learned anything from the pandemic the last two years, it's that we need to prepare for the unexpected. With a virus that can have unexpected complications in even the healthiest of people, preparing for emergencies is more important than ever. We often hear people thinking they aren't old enough or wealthy enough [...]

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Why Couples at Any Age Need an Estate Plan

By |2022-07-07T16:18:04+00:00July 8th, 2022|Blog, Estate Planning, Estate Planning, Tips|

If you are in a committed romantic partnership, whether you are married or not, estate planning for couples is important. A proper estate plan will highlight your wishes for your assets and your own healthcare decisions should something happen to you. Leaving a plan for your spouse or partner is a huge comfort for them [...]

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Navigating Your Estate After Losing Your Spouse

By |2022-06-30T15:53:09+00:00July 1st, 2022|Blog, Estate Planning, Estate Planning, Tips, Uncategorized|

Administering your spouse’s estate plan after losing him or her is the last thing you want to think about. It may seem unnecessary to need to review and administer an estate plan during such a time of grief. But there may be decisions that need to be made sooner rather than later. In many cases [...]

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What To Do When a Loved One Passes Away

By |2022-06-02T15:59:01+00:00June 17th, 2022|Blog, Estate Planning, Estate Planning, Tips|

Losing a loved one is never easy. No matter the circumstances, going through the process of grieving a loved one is one of the hardest things we go through in life. Grieving a loved one just after losing them is arguably the most difficult part. This isn’t the time when you want to be [...]

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Smart Ways to Handle an Inheritance

By |2022-06-02T15:38:20+00:00June 10th, 2022|Blog, Estate Planning, Estate Planning, Tax Law, Tips|

We’ve all heard stories of lottery winners who have gone bankrupt. While an impending inheritance for you may not be on the same level as winning the lottery jackpot, there are still things you should be aware of when it comes to smart ways to handle an inheritance. Your inheritance may include more than [...]

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Estate Planning Shortcuts Could Lead to Costly Mistakes

By |2022-06-16T02:24:19+00:00June 3rd, 2022|Blog, Estate Planning, Estate Planning, Tips|

Estate planning can be an overwhelming task, leading many people to make mistakes by taking shortcuts or pushing off important tasks to complete your plan. Whether you already have an established estate plan or you’re thinking of starting one, estate planning shortcuts can lead to costly mistakes for you and your loved one. Read on [...]

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Estate Planning Documents for Each Stage of Life

By |2022-06-16T02:33:27+00:00May 27th, 2022|Blog, Estate Planning, Estate Planning, Tips|

Most people think there are certain “qualifications” when it comes to who needs an estate plan, but the truth is that there are estate planning documents needed in each stage of your life. Whether you are 18 or 81, have millions in your retirement accounts or feel crushed by student debt, there are steps that [...]

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Avoid These Common Estate Planning Traps

By |2022-06-16T02:36:42+00:00May 13th, 2022|Blog, Estate Planning, Estate Planning, Tips|

Your estate plan should ease the burden on your loved ones during a time of grief or an emergency. Despite this being one of the best reasons to have an estate plan, there are so many misconceptions when it comes to who estate plans are for or why you need one. The absence of a [...]

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