Planning for Minor Children in Your Estate Plan

By |2023-11-21T10:37:47-06:00November 24th, 2023|Blog, Estate Planning, Tips|

Planning for your minor children in your estate plan is a crucial aspect of parenthood that ensures their well-being and security, even in your absence. It involves thoughtful considerations and strategic decision-making. Here are the key steps to take when planning for minor children, ensuring a secure and prosperous future for them. Planning for [...]

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Beneficiary Designations & Your Estate Plan

By |2023-11-16T10:14:35-06:00November 17th, 2023|Blog, Estate Planning, Tips|

Beneficiary designations can be the foundation of a solid estate plan. Losing a loved one is already an emotionally challenging experience, and dealing with the practical aspects of their estate can add an additional layer of stress. A missing beneficiary designation on even one account can cause unexpected complications during the grieving process that [...]

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Common Estate Planning Mistakes & How to Avoid Them

By |2023-11-09T10:18:08-06:00November 10th, 2023|Blog, Estate Planning|

These common estate planning mistakes happen more often than you may think. Many don't realize that estate plans aren't only for the wealthy or unhealthy. Your will is more than just a piece of paper—it's a roadmap for your assets, guardianship, and debts after you're gone, or in emergency situations. There are many common [...]

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Tips for Preparing Your Kids for Their Inheritance

By |2023-11-02T11:21:41-05:00November 3rd, 2023|Blog, Estate Planning, Tips|

Prepare your kids for their inheritance with these tips! One of the most significant responsibilities as a parent is ensuring your children's future, which includes preparing them for their inheritance. While the topic of children's inheritance can be sensitive, it's essential to approach it with care and open communication. In this blog post, we'll [...]

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Estate Planning Nightmares: True Tales of Spooky Scenarios

By |2023-10-26T10:08:07-05:00October 27th, 2023|Blog, Estate Planning, Tips|

These estate planning nightmares will give you a fright if you don't have a well thought out estate plan. As the leaves fall and the crisp autumn air surrounds us, Halloween enthusiasts aren't the only ones eager to share spine-tingling stories. This season, we bring you a collection of estate planning nightmares that will [...]

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Contesting a Will: How to Prevent Family Estate Disputes

By |2023-10-17T10:05:04-05:00October 20th, 2023|Blog, Estate Planning, Tips|

Contesting a will is a complex and emotionally charged process that can lead to rifts among family members. The passing of a loved one is a difficult time for any family, and it can become even more challenging when disputes arise over the distribution of their estate. We've seen many famous examples of this [...]

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Planning for Pets in Your Estate

By |2023-10-12T09:53:46-05:00October 13th, 2023|Blog, Estate Planning, Tips|

Estate planning is a critical process that often focuses on the distribution of assets and property among family members and beneficiaries. However, for many of us, our pets are not just animals but beloved members of the family. As responsible pet owners, it's essential to include planning for pets in your estate to ensure [...]

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The Best Ways to Leave Your Kids an Inheritance

By |2023-09-14T10:47:33-05:00September 15th, 2023|Blog, Estate Planning, Estate Planning, Tips|

The best ways to leave your kids an inheritance don’t need to be as complicated as you may think. Leaving an inheritance for your children is a thoughtful and caring way to provide for their financial future. Whether you have accumulated substantial wealth or modest assets, planning how to pass them on efficiently is [...]

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Estate Planning for Non-Married Couples

By |2023-09-07T10:27:00-05:00September 8th, 2023|Blog, Estate Planning, Estate Planning|

When we think of estate planning, the image that often comes to mind is of a married couple with children, creating a will and establishing trusts. However, estate planning is not exclusively reserved for married couples. Long-term, unmarried couples can also benefit greatly from proper estate planning, and in some cases it's even more [...]

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Why Estate Planning is More Than Passing on Your Money

By |2023-08-31T10:55:58-05:00September 1st, 2023|Blog, Estate Planning, Estate Planning|

Estate planning is more than just passing on your money. When most people hear the term "estate planning," their thoughts naturally gravitate towards financial assets, wills, and inheritances. While it's undeniable that financial planning is a crucial aspect of estate planning, there's a deeper dimension to consider – one that involves passing on more [...]

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