Who Will Pay If You Take the Easy Way Out?

By |2021-08-03T14:59:32+00:00May 28th, 2021|Blog, Estate Planning, Estate Planning, Tax Law, Tips|

When it comes to estate planning, there’s no easy way out. We previously wrote about estate planning myths, and there are so many more that we didn’t cover. It can be a confusing process, especially with estate tax laws. Solutions that may seem simple could end up costing you and your loved ones many [...]

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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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Estate Planning Tips for Child-Free Couples

By |2021-08-03T15:02:29+00:00April 16th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Not all adults walk the same path in life and more and more of the growing generations are choosing to not have children and instead committing to a child-free lifestyle. Deciding not to have children may come with a sense that with no heirs to leave your wealth after your death, that you don’t [...]

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The Digital Age and Estate Planning

By |2021-04-09T14:26:58+00:00April 9th, 2021|Blog, Estate Planning, Estate Planning, Tips|

We have to face the fact that our lives are becoming more digitized. With technology taking over, it's important to consider your digital assets in your estate plan and how we have been traditionally planning for our futures may need to change. Our digital assets are becoming more valuable than some of our physical [...]

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Does Your Estate Plan Protect Your Intellectual Property?

By |2021-04-02T14:52:40+00:00April 2nd, 2021|Blog, Estate Planning, Tips|

If you own a business, you almost certainly have intellectual property and maybe you don't know about protecting your intellectual property. However, because your intellectual property is intangible, it can be invisible to you and those who aren’t familiar with the nature of intellectual property and its value, so it often gets overlooked, especially [...]

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What Does Beneficiaries of Estate Mean?

By |2021-03-26T14:20:08+00:00March 26th, 2021|Estate Planning, Tips|

The Term “Beneficiaries” Beneficiary is the legal term for the person or people who will inherit your assets. You may also think of “heir” or “inheritance”, these are all related to beneficiaries. Beneficiaries of an estate may receive your assets including money, investments, property, personal belongings, etc. The beneficiaries of someone’s estate will be [...]

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What Is a Living WIll?

By |2021-03-19T14:50:21+00:00March 19th, 2021|Estate Planning, Tips|

There’s a major misconception that a will (last will and testament) is all you need at the end of your life, but do you know what a Living Will is? We have previously discussed Wills vs. Trusts and which you may need, but there are differences between a last will and testament and a [...]

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Business Succession Planning for Women Business Owners

By |2021-03-12T16:33:25+00:00March 12th, 2021|Blog, Estate Planning, Estate Planning, Tips|

In celebration of International Women’s Day this week, we wanted to highlight women business owners and the best ways to protect their businesses. A business succession plan is an important part of running a business in the case of an emergency, and for women business owners there are many reasons it's even more necessary [...]

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