The Biggest Estate Planning Mistakes We’ve Seen

By |2022-11-17T17:12:04-06:00September 16th, 2022|Blog, Estate Planning, Estate Planning, Tips|

The biggest estate planning mistakes can be devastating to your loved ones. We hear the same things over and over when it comes to estate planning. "I don't need an estate plan, my loved ones will get everything.". "My family can decide what to do with my assets.". "I'm healthy, I don't need an [...]

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Smart Ways to Handle an Inheritance

By |2022-06-02T15:38:20-05:00June 10th, 2022|Blog, Estate Planning, Estate Planning, Tax Law, Tips|

We’ve all heard stories of lottery winners who have gone bankrupt. While an impending inheritance for you may not be on the same level as winning the lottery jackpot, there are still things you should be aware of when it comes to smart ways to handle an inheritance. Your inheritance may include more than [...]

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Estate Planning Shortcuts Could Lead to Costly Mistakes

By |2022-06-16T02:24:19-05:00June 3rd, 2022|Blog, Estate Planning, Estate Planning, Tips|

Estate planning can be an overwhelming task, leading many people to make mistakes by taking shortcuts or pushing off important tasks to complete your plan. Whether you already have an established estate plan or you’re thinking of starting one, estate planning shortcuts can lead to costly mistakes for you and your loved one. Read on [...]

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What Happens to Your Minor Children if You Don’t Have an Estate Plan?

By |2022-06-16T02:34:36-05:00May 20th, 2022|Blog, Estate Planning, Estate Planning|

A common question when it comes to estate planning is “what happens if I don’t have a will?” The probate process will vary by state, but not having an estate plan can be stressful for your loved ones when the time comes or an emergency arises. This can be especially harmful if you have young [...]

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High Risk Professionals Need an Estate Plan

By |2022-06-16T02:42:25-05:00April 29th, 2022|Blog, Business Law, Business Structure, Estate Planning, Estate Planning, Small Business, Tips|

Everyone is open to potential lawsuits, but licensed professionals and business owners are even more at risk. Doctors, dentists, veterinarians, small business owners, and even attorneys themselves, have a higher risk of being sued and need more extensive estate planning to protect all they’ve worked for. So while it’s important for everyone to have an [...]

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Comfort Your Family with Your Estate Plan

By |2021-11-16T16:22:06-06:00December 17th, 2021|Blog, Estate Planning, Estate Planning, Tips|

It’s not easy to think about or talk about what happens after you die or planning for something that seems so far off. Your estate plan can and should comfort your family so they know what to do when the worst happens. This only comes easier if you discuss your estate plan with your [...]

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Don’t Forget Your Furry Friends in Your Estate Plan

By |2021-11-12T14:18:24-06:00November 12th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Your pets are a huge part of your family, but so often we don’t think to include them in our plans for the future. Including your pet in your estate plan may seem silly as most of us will outlive our furry loved ones, but what happens in case of an emergency? It’s always [...]

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How Estate Planning Works

By |2021-09-15T15:16:08-05:00September 15th, 2021|Blog, Estate Planning, Estate Planning|

With so many misconceptions about estate planning, it can be confusing to know exactly how estate planning works. These misconceptions can also keep you from starting an estate plan because the entire process may seem overwhelming. Paired with no one wanting to think about the end of their life, estate planning can be put [...]

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What Estate Planning Documents Do I Need?

By |2021-09-10T14:25:14-05:00September 10th, 2021|Blog, Estate Planning, Estate Planning, Tips|

With so many misconceptions about estate planning, it’s hard to know what you need to have prepared for your loved ones in case the worst happens. Many think that an estate plan just involves having a will. Of course a will is great to have, but there is much more to an estate plan [...]

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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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