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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How to Know if You Need an Incentive Trust

By |2022-11-17T17:02:04-06:00October 21st, 2022|Blog, Estate Planning, Tips|

Sometimes it isn't as easy as leaving everything to your kids... do you need an incentive trust? Regardless of your wealth, all of our family dynamics are different. You may have children that you want to leave everything to, but there may be one thing holding you back. Considering the maturity of your trustees [...]

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Succession Planning for Business Owners

By |2022-11-17T17:03:48-06:00October 14th, 2022|Blog, Business Law, Business Structure, Estate Planning, Small Business, Tips|

Opening your own business may have been your dream, but sometimes all that comes along with running the business can be overwhelming. With all your hard work, thinking about exiting your business usually isn't in the forefront of your mind. Succession planning for business owners can seem daunting, but you've worked so hard to [...]

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Who Do I Name in My Estate Plan?

By |2022-11-17T17:08:24-06:00September 30th, 2022|Blog, Estate Planning|

Estate planning is full of big decisions, and thinking "who do I name in my estate plan?" is probably the biggest one. In your estate plan you'll be naming the people whom you wish to take over your finances, assets, and administering your belongings. It can be a tough decision. Here is a breakdown [...]

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What Happens If I Die Without a Will?

By |2022-11-17T17:10:19-06:00September 23rd, 2022|Blog, Estate Planning|

What happens if I die without a will? This is an important question when thinking about the goals you have for your family. Without a will or an estate plan, you already have a plan- your state's plan. Without a will, your estate will need to go through the probate process. Probate is a [...]

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The Biggest Estate Planning Mistakes We’ve Seen

By |2022-11-17T17:12:04-06:00September 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 |2022-11-17T17:13:42-06:00September 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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What Estate Planning Documents Do I Need to Change After Divorce?

By |2022-11-17T17:15:57-06:00September 2nd, 2022|Blog, Estate Planning, Estate Planning|

Chances are if you are reading this, you are going through a divorce or already have. Either way, you know that the situation is not easy. Divorces come with many emotions and starting the task of updating your information after a divorce can seem daunting. However complicated or amicable your situation may be, the [...]

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