Do You Believe These Estate Planning Myths?

By |2021-05-14T14:58:44-05:00May 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 |2021-05-07T15:21:35-05:00May 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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The Battle Over Prince’s Estate Years After His Death

By |2021-04-30T16:23:25-05:00April 30th, 2021|Blog, Estate Planning, Estate Planning|

We have learned quite a bit about estate planning from the rich and famous, and unfortunately the information we most often learn is what not to do. We see celebrities and think that they must have it all together, or at least have teams of people who take care of them, but that’s not [...]

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Estate Planning Tips for Child-Free Couples

By |2021-08-03T15:02:29-05:00April 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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Estate Plan Oversight Can Leave Your Family in Dispute and in Court.

By |2020-11-09T20:39:58-06:00August 17th, 2020|Estate Planning|

In January, the tragic deaths of NBA legend Kobe Bryant (Kobe) and his 13-year-old daughter, Gianna, shined a new light on the vital need for an estate plan and the importance of taking inventory to avoid estate plan oversight. At the time, little was known about the planning strategies Kobe put in place to [...]

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Your “Blended Family” May End-up in Court Unless You Do This…

By |2021-01-28T20:56:49-06:00July 3rd, 2020|Blog, Estate Planning|

If you have a blended family and do not plan for what happens to your assets in the event death, you are almost certainly guaranteeing hurt feelings, conflict, and maybe even a long, drawn-out court battle. So let’s start by clarifying what a blended family is and whether you have one. If you have [...]

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