The Estate Planning Tools You Need for When Disaster Strikes

By |2021-07-02T14:15:21-05:00July 2nd, 2021|Blog, Estate Planning, Estate Planning, Tips|

Estate planning isn’t only for the elderly or wealthy, we can all use estate planning tools for emergencies. We never know when we may find ourselves in an emergency, so how can we be prepared for something that may or may not happen? Whether getting sick unexpectedly, natural disasters, or accidents, emergencies can happen [...]

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What to Ask an Estate Planning Attorney Before You Commit

By |2021-06-25T14:15:26-05:00June 25th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Estate planning can be daunting to think about in itself that the thought of also finding an attorney to help you through the process may seem entirely overwhelming. Knowing the questions to ask an estate planning attorney as you begin your search will not only help you to feel confident in your decision, but [...]

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Where’s Your Money Going? Estate Planning Tips to Keep Your Money in Your Family

By |2021-06-18T14:21:59-05:00June 18th, 2021|Blog, Estate Planning, Estate Planning, Tax Law, Tips|

Let’s face it, we know thinking about what happens after you die isn’t something you necessarily want to think about or talk about. With the “greatest wealth transfer in history” in our midst, it’s important to know what happens to your assets when you die and how you can properly plan for them to [...]

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Do You Believe These Estate Planning Myths?

By |2021-05-14T14:58:44-05:00May 14th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Estate planning can be a daunting process, and these common estate planning myths don’t help to lift the curtain on how important estate planning is and how everyone needs a plan. Many of these estate planning myths leave people thinking they don’t have the means or necessarily need an estate plan at all. We [...]

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A DIY Disaster- Why You Shouldn’t DIY Your Estate Plan

By |2021-04-23T13:42:53-05:00April 23rd, 2021|Blog, Estate Planning, Estate Planning|

We are seeing a rise in DIY estate planning services and even hearing about people still using handwritten wills in place of consulting a professional to help with estate planning. With the pandemic bringing to light the importance of having your affairs in order, many people are scrambling to put together an estate plan [...]

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Estate Planning Tips for Child-Free Couples

By |2021-08-03T15:02:29-05:00April 16th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Not all adults walk the same path in life and more and more of the growing generations are choosing to not have children and instead committing to a child-free lifestyle. Deciding not to have children may come with a sense that with no heirs to leave your wealth after your death, that you don’t [...]

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Larry King’s Secret Will Shows Why Updating Your Estate Plan is So Important

By |2021-02-19T17:32:15-06:00February 19th, 2021|Uncategorized, Blog, Estate Planning|

We have seen many examples of celebrities not having an estate plan when they pass, or why updating your estate plan is so crucial in case the unexpected happens. This is always frustrating to see since we know that they have the means to get their affairs in order, and also have a responsibility [...]

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Naming Guardians for Your Kids

By |2021-05-13T20:07:14-05:00February 12th, 2021|Estate Planning, Blog|

Despite many uncertainties of today's life, many families fail to name guardians for their kids. Nearly 69% of parents have not named guardians for their kids. As parents, our children’s safety is always top of mind. We spend most of our time thinking about their needs and planning for their future. But what happens [...]

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Do You Really Need A Trust?

By |2026-04-27T13:37:33-05:00December 3rd, 2020|Estate Planning, Tips|

Although many people equate an “estate plan” with having a will, there are many advantages to having a trust-based estate plan. While there are other estate planning tools (such as joint tenancy and transfer on death accounts, to name a few) only a trust provides comprehensive management of your property in the event you [...]

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Estate Planning Must-Dos if You’re Getting Divorced—Part 2

By |2020-11-09T20:46:59-06:00May 13th, 2020|Estate Planning, Blog, Estate Planning|

The Estate Planning Updates Your MUST Make In the first part of this series, we discussed a few of the most critical updates you must make to your estate plan if you’re getting divorced. Here, we’ll cover the last three of these must-do planning tasks for your estate planning and divorce. Because getting divorced [...]

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