Avoiding Probate with Proper Estate Planning

By |2024-10-10T10:42:41-05:00October 11th, 2024|Blog, Estate Planning, Estate Planning|

When it comes to estate planning, one of the most important things you can do for yourself and your loved ones is to avoid probate. Probate is the legal process where the state steps in to distribute your assets after you pass away. While this process is necessary in some cases, many people would [...]

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Probate- A Timely & Costly Process to Avoid

By |2024-05-31T09:51:20-05:00May 31st, 2024|Blog, Estate Planning, Estate Planning|

Estate planning isn't just about who gets your stuff – it's about making the transition as smooth and stress-free as possible for your loved ones. One of the biggest hurdles they might face? Probate. Probate: A Time-Consuming and Costly Ordeal Probate is the court process that oversees the distribution of your assets after you [...]

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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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