Updating Your Will After Divorce

By |2024-02-19T11:25:30-06:00February 23rd, 2024|Blog, Estate Planning, Tips|

Updating your will after divorce is a crucial step in your new chapter. Divorce is not just the end of a marriage; it marks the beginning of a new chapter in life. Amidst the emotional and logistical adjustments, it's crucial to address practical matters, including updating or initiating an estate plan. While often overlooked, [...]

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Estate Planning for Couples at Any Stage

By |2024-02-15T10:50:08-06:00February 16th, 2024|Blog, Estate Planning, Tips|

Estate planning for couples is a great topic for you and your partner this Valentine's Day! Valentine's Day is not just about chocolates and roses; it's also a perfect time for couples to consider building a lasting legacy together through estate planning. While conversations about wills and trusts might not seem romantic, they are [...]

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Irrevocable Life Insurance Trusts Make Your Estate Tax Efficient

By |2024-02-15T10:40:53-06:00February 9th, 2024|Blog, Estate Planning, Estate Planning|

Irrevocable Life Insurance Trusts may alleviate heavy tax burdens on your estate. Are you aware your life insurance policy may bring a heavy tax burden along with it? Many individuals and families are unaware of how their life insurance policies may affect their estate plans, especially those with significant wealth. But fear not, there's [...]

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The Crucial Connection Between Estate Planning and Retirement

By |2024-02-01T10:30:23-06:00February 2nd, 2024|Blog, Estate Planning|

Estate planning and retirement might seem like two separate financial matters, but they are intricately linked, forming the foundation of your financial security and legacy. While retirement planning focuses on ensuring you have enough funds to live comfortably after you stop working, estate planning addresses how your assets will be managed and distributed both [...]

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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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Tax Efficient Gifting for The Holidays

By |2023-12-14T10:22:36-06:00December 15th, 2023|Blog, Estate Planning, Tips|

Tax efficient gifting is the way to go this holiday season! As the holiday season approaches, many of us think about giving back, especially through gifts from our estate. While it's a season of generosity and gratitude, it's also an ideal time to consider how to make your gifting tax-efficient. This post will guide [...]

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Updating Your Estate Plan- What You Need to Know

By |2023-12-07T10:31:08-06:00December 8th, 2023|Blog, Estate Planning|

Estate planning is a crucial aspect of securing your financial future and ensuring your loved ones are taken care of after you're gone. However, it's not a one-and-done task. Life changes, laws evolve, and financial circumstances shift. To maintain the effectiveness of your estate plan, you must periodically update it. Here we'll provide you [...]

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5 Reasons a Will Isn’t Enough to Protect Your Family

By |2023-11-30T10:30:55-06:00December 1st, 2023|Blog, Estate Planning, Tips|

When it comes to securing your family's well-being after you're gone, relying solely on a will may not be enough. Although estate planning isn't a pleasant topic for daily consideration, it's essential to prepare adequately. While a will is a commonly used estate planning tool, it might not provide the comprehensive protection your family [...]

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Planning for Minor Children in Your Estate Plan

By |2023-11-21T10:37:47-06:00November 24th, 2023|Blog, Estate Planning, Tips|

Planning for your minor children in your estate plan is a crucial aspect of parenthood that ensures their well-being and security, even in your absence. It involves thoughtful considerations and strategic decision-making. Here are the key steps to take when planning for minor children, ensuring a secure and prosperous future for them. Planning for [...]

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Beneficiary Designations & Your Estate Plan

By |2023-11-16T10:14:35-06:00November 17th, 2023|Blog, Estate Planning, Tips|

Beneficiary designations can be the foundation of a solid estate plan. Losing a loved one is already an emotionally challenging experience, and dealing with the practical aspects of their estate can add an additional layer of stress. A missing beneficiary designation on even one account can cause unexpected complications during the grieving process that [...]

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