When Should I Start Estate Planning?

By |2023-01-24T09:17:21-06:00January 27th, 2023|Blog, Estate Planning, Estate Planning|

One of the most common questions we get is "when should I start estate planning?". The answer is if you're asking the question then you probably need an estate plan. It's a common mistake thinking that you aren't "old enough" or "wealthy enough" to have a plan, but realistically everyone over the age of [...]

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Reasons to Update Your Estate Plan

By |2023-01-11T14:14:45-06:00January 13th, 2023|Blog, Estate Planning|

Reasons to update your estate plan may not be as obvious as you think. While completing your estate plan brings peace of mind, don't forget that your estate plan should change as your life changes. As you move through the different phases of your life, your plan should move along with you. There are [...]

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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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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 [...]

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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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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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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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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 [...]

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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 [...]

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