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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What Happens If I Die Without a Will?

By |2022-11-17T17:10:19-06:00September 23rd, 2022|Blog, Estate Planning|

What happens if I die without a will? This is an important question when thinking about the goals you have for your family. Without a will or an estate plan, you already have a plan- your state's plan. Without a will, your estate will need to go through the probate process. Probate is a [...]

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Why is Estate Planning Important?

By |2022-11-17T17:13:42-06:00September 9th, 2022|Blog, Estate Planning, Estate Planning, Tips|

With so many misconceptions around estate planning, it's important to ask why is estate planning important? Many think that needing an estate plan is only important if you're extremely wealthy, but that couldn't be further from the truth. There are many aspects to estate planning that apply to literally anyone. Sure, the more complex [...]

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Navigating Your Estate After Losing Your Spouse

By |2022-06-30T15:53:09-05:00July 1st, 2022|Blog, Estate Planning, Estate Planning, Tips, Uncategorized|

Administering your spouse’s estate plan after losing him or her is the last thing you want to think about. It may seem unnecessary to need to review and administer an estate plan during such a time of grief. But there may be decisions that need to be made sooner rather than later. In many cases [...]

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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 Documents for Each Stage of Life

By |2022-06-16T02:33:27-05:00May 27th, 2022|Blog, Estate Planning, Estate Planning, Tips|

Most people think there are certain “qualifications” when it comes to who needs an estate plan, but the truth is that there are estate planning documents needed in each stage of your life. Whether you are 18 or 81, have millions in your retirement accounts or feel crushed by student debt, there are steps that [...]

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