Splitting Your Assets without Splitting Your Family

By |2022-07-22T14:11:38+00:00July 22nd, 2022|Blog, Estate Planning, Estate Planning|

Splitting your assets can be hard to think about, especially if you don't have heirs or don't want to split things evenly. There's plenty of factors that contribute to your decisions on how you'll be splitting things. Even if your family dynamics are less complicated than others, there can still be different reasons for how [...]

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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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Don’t Sabotage Your Estate Plan

By |2022-06-16T02:40:55+00:00May 6th, 2022|Blog, Estate Planning, Estate Planning, Tips|

If you’ve taken the time to create your estate plan, you need to make sure that it’s up to date. A proper estate plan takes time and is a serious commitment to organizing your life and making big decisions. With all this time invested, you do not want to undermine your plan before you actually [...]

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High Risk Professionals Need an Estate Plan

By |2022-06-16T02:42:25+00:00April 29th, 2022|Blog, Business Law, Business Structure, Estate Planning, Estate Planning, Small Business, Tips|

Everyone is open to potential lawsuits, but licensed professionals and business owners are even more at risk. Doctors, dentists, veterinarians, small business owners, and even attorneys themselves, have a higher risk of being sued and need more extensive estate planning to protect all they’ve worked for. So while it’s important for everyone to have an [...]

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How Do I Include My LLC in My Estate Plan?

By |2022-03-03T17:18:15+00:00March 25th, 2022|Blog, Business Structure, Estate Planning, Estate Planning, Small Business, Tips|

You’re always looking for ways to make your business better, but are you making sure your business is also protected? If your business has been established as an LLC, or Limited Liability Company, there are ways to transfer your assets to the next generation through your estate plan. Here’s how to include your LLC [...]

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Protecting Your Business with a Buy-Sell Agreement

By |2022-03-02T21:51:36+00:00March 18th, 2022|Blog, Business Structure, Employment Law, Estate Planning, Estate Planning, Small Business, Tips|

If a business has multiple owners, eventually a change in ownership will need to happen. An owner will retire or move on for another reason. Don’t forget that emergencies can also happen. Changing ownership doesn’t need to be complicated. Planning ahead will help dispel disaster when the time comes for a transition. The plan [...]

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When to Update Your Succession Plan

By |2022-02-10T20:23:57+00:00March 11th, 2022|Blog, Business Structure, Estate Planning, Estate Planning, Small Business, Tips|

Updating your business succession plan should be a regular part of managing your business. We previously wrote about common succession planning mistakes that are made and one of the biggest mistakes that needs to be highlighted is not updating your succession plan regularly. Like your estate plan, your business succession plan is not set [...]

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Things to Think About When Estate Planning for Retirement

By |2021-12-06T15:57:37+00:00January 14th, 2022|Blog, Estate Planning, Estate Planning, Tips|

Whether you are already retired or you’re thinking about retiring soon, have your estate plan ready to help you protect your financial and retirement goals. There’s a lot of big changes that come with retiring and being prepared with your estate plan will help you move smoothly and freely into this next phase of [...]

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Comfort Your Family with Your Estate Plan

By |2021-11-16T16:22:06+00:00December 17th, 2021|Blog, Estate Planning, Estate Planning, Tips|

It’s not easy to think about or talk about what happens after you die or planning for something that seems so far off. Your estate plan can and should comfort your family so they know what to do when the worst happens. This only comes easier if you discuss your estate plan with your [...]

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Don’t Let These Two Words Wreak Havoc on Your Estate Plan…

By |2021-11-16T16:21:26+00:00December 10th, 2021|Blog, Estate Planning, Estate Planning|

“Per capita” and “per stirpes” are phrases you’ve probably never heard of or at least don’t use very often. These phrases can determine how your wealth is passed on to each generation of your family.  So not knowing the difference can potentially lead to disinheriting your loved ones.  Three Ways To Pass On Your [...]

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