How to Know if You Need an Incentive Trust

By |2022-11-17T17:02:04-06:00October 21st, 2022|Blog, Estate Planning, Tips|

Sometimes it isn't as easy as leaving everything to your kids... do you need an incentive trust? Regardless of your wealth, all of our family dynamics are different. You may have children that you want to leave everything to, but there may be one thing holding you back. Considering the maturity of your trustees [...]

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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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How Do I Include My LLC in My Estate Plan?

By |2022-03-03T17:18:15-06:00March 25th, 2022|Blog, Business Structure, Estate Planning, Estate Planning, Small Business, Tips|

You’re always looking for ways to make your business better, but are you making sure your business is also protected? If your business has been established as an LLC, or Limited Liability Company, there are ways to transfer your assets to the next generation through your estate plan. Here’s how to include your LLC [...]

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If You’re Single You Need an Estate Plan

By |2021-12-06T16:01:04-06:00January 28th, 2022|Blog, Estate Planning, Estate Planning|

It's a common misconception that estate planning is only for the wealthy or for married couples. In reality, everyone should have some sort of estate plan. This is even more true if you are single because you don’t have an obvious person to handle your affairs should something happen to you. So if you’re [...]

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Do You Need a Trust-Based Estate Plan?

By |2021-08-13T14:31:08-05:00August 13th, 2021|Blog, Estate Planning, Tips|

Many times when thinking of an estate plan, most people think of having a will. A will is great to have, but there may be more benefits to having a trust-based estate plan. A will documents your wishes for the distribution of your assets upon your death. With a trust plan, you have more [...]

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Just Married? Here’s the Estate Planning Documents You Need

By |2021-07-12T16:43:59-05:00July 9th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Wedding season is upon us! If you’re reading this you may be a newlywed or on your way down the aisle, and if so- congratulations! Estate planning for newlyweds is the best way to start your marriage out with peace of mind knowing you and your spouse are protected. There’s so much that goes [...]

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What Is a Living WIll?

By |2021-03-19T14:50:21-05:00March 19th, 2021|Estate Planning, Tips|

There’s a major misconception that a will (last will and testament) is all you need at the end of your life, but do you know what a Living Will is? We have previously discussed Wills vs. Trusts and which you may need, but there are differences between a last will and testament and a [...]

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Four Steps To Preserve Your Legacy

By |2021-01-28T21:10:07-06:00November 25th, 2020|Estate Planning, Tips|

What Would Happen If Something Happens to You? When was the last time you thought about how to preserve your legacy or estate plan?  When was the last time you asked yourself – “what would happen if I die or become incapacitated”?  Have you asked yourself – “will my children be protected or will [...]

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Estate Planning is Vital for Same-Sex Couples

By |2021-01-28T21:10:04-06:00May 24th, 2017|Estate Planning|

Same sex couples often face unique challenges when it comes to an estate planning.  Since the states’ intestacy laws have been historically focused on traditional families, same-sex couples may face challenges if one of them passes without an estate plan. Since the United States Supreme Court’s decision to legalize same-sex marriages in June 2015, [...]

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