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, [...]

Comments Off on Passing on Your Personal Possessions

Planning for Your Digital Assets and Preserving Your Digital Legacy

By |2022-11-17T16:58:09-06:00November 4th, 2022|Blog, Estate Planning, Tips|

An estate plan often focuses on tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to include planning for your digital assets. Digital assets consist of everything we own online. Because we spend more time on computers and smartphones than we ever did [...]

Comments Off on Planning for Your Digital Assets and Preserving Your Digital Legacy

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 [...]

Comments Off on What Not To Do When a Loved One Dies

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 [...]

Comments Off on Who Do I Name in My Estate Plan?

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 [...]

Comments Off on What Happens If I Die Without a Will?

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 [...]

Comments Off on Why is Estate Planning Important?

How Do You Split Personal Items in an Estate?

By |2022-08-26T14:57:53-05:00August 19th, 2022|Blog, Estate Planning, Estate Planning|

Money is typically what comes to mind first when one thinks about estate planning, but how do you split personal items in an estate? Of course its important to plan how your assets will be distributed after you're gone, but your personal items may be even more valuable to your heirs. Your money won't hold [...]

Comments Off on How Do You Split Personal Items in an Estate?

What Blended Families Should Know About Estate Planning

By |2022-07-28T15:58:23-05:00July 29th, 2022|Blog, Estate Planning, Estate Planning|

Family dynamics are constantly changing and with our families expanding, it's important to understand what blended families should know about estate planning. A blended family is a family formed by marriage or partnership that brings children from previous relationships. While estate planning for blended families may seem more complicated, it's still important to cover [...]

Comments Off on What Blended Families Should Know About Estate Planning

Navigating Your Estate After Losing Your Spouse

By |2022-06-30T15:53:09-05:00July 1st, 2022|Blog, Estate Planning, Estate Planning, Tips, Uncategorized|

Administering your spouse’s estate plan after losing him or her is the last thing you want to think about. It may seem unnecessary to need to review and administer an estate plan during such a time of grief. But there may be decisions that need to be made sooner rather than later. In many cases [...]

Comments Off on Navigating Your Estate After Losing Your Spouse

End of Life Planning Shows Your Loved Ones You Care

By |2022-06-16T02:59:34-05:00June 24th, 2022|Blog, Estate Planning, Estate Planning|

With end-of-life planning, you won't leave your family scrambling to make decisions during an emotional time. No one wants to think about the end of their life but doing so with a plan for the end will only show your loved ones how much you care. End of life planning is a part of estate [...]

Comments Off on End of Life Planning Shows Your Loved Ones You Care
Go to Top