A Smooth Transition for Your Family: The Ultimate Gift

By |2023-12-21T10:33:20-06:00December 22nd, 2023|Blog, Estate Planning, Tips|

A smooth transition for your family, when the time comes, is the most important gift you can give. This holiday season as we settle in for time with family and loved ones, it's also a time to reflect on what truly matters, including the well-being and security of our family's future. In the spirit [...]

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Common Estate Planning Mistakes & How to Avoid Them

By |2023-11-09T10:18:08-06:00November 10th, 2023|Blog, Estate Planning|

These common estate planning mistakes happen more often than you may think. Many don't realize that estate plans aren't only for the wealthy or unhealthy. Your will is more than just a piece of paper—it's a roadmap for your assets, guardianship, and debts after you're gone, or in emergency situations. There are many common [...]

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Payable on Death Accounts & Your Estate Plan

By |2023-10-05T10:34:53-05:00October 6th, 2023|Blog, Estate Planning, Estate Planning|

Let's deep dive into the benefits and pitfalls of Payable on Death Accounts. When it comes to managing your finances and planning for the future, understanding your options is key. One financial tool that you may have come across is the Payable on Death (POD) account. Here we'll break down what POD accounts are [...]

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Avoid These Common Estate Planning Traps

By |2022-06-16T02:36:42-05:00May 13th, 2022|Blog, Estate Planning, Estate Planning, Tips|

Your estate plan should ease the burden on your loved ones during a time of grief or an emergency. Despite this being one of the best reasons to have an estate plan, there are so many misconceptions when it comes to who estate plans are for or why you need one. The absence of a [...]

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What is Probate and Why Should It Be Avoided?

By |2021-01-28T21:10:08-06:00January 14th, 2021|Estate Planning, Tips|

Overview Out of all the areas of law, probate probably ranks near the top of those that ordinary people would likely to experience during their lifetimes. Though the probate process is commonly encountered by families that have not taken their time to invest in the trust-based estate planning, it is often misunderstood, leading to [...]

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