Blog
How Proper Estate Planning Can Protect Your Kids From A Prior Marriage From Being Disinherited After You Die
If you’re in a second marriage with a blended family, then your kids from a prior marriage could be disinherited after you die. As an example, let’s say Wife Wendy and Husband Harry are married and have two daughters together. Later on in life, Husband Harry dies....
Will Your Estate Plan Actually Work When Your Family Needs It Most?
Are you 100% certain that your estate plan will actually work when your family needs it most? If you didn’t immediately say “yes,” then your family is likely at risk of being left devastated after you’re no longer around and we’re going to talk about why that is and...
Getting Divorced? Don’t Overlook These 4 Updates to Your Estate Plan
Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, including estate planning. Yet, with so much to deal with during the divorce process, many people forget to update their plan or put it off until it’s too late....
What You Should Know About Being a Trustee of a Trust
Being asked by a loved one to serve as trustee for their Trust upon their death can be quite an honor, but it’s also a major responsibility—and the role is definitely not for everyone. Indeed, serving as a trustee entails a broad array of duties, and you are both...
How a Good Estate Plan Can Keep Your Business Out of Probate Court & Conflict After You Die
If you’re a business owner and you have a family, if you were to die tomorrow, then what would happen to your business? Unless you have the right estate plan in place, then your business and family would end up in court and conflict. Let’s talk about how we can keep...
Why You Need a Trust – Even if You’re NOT Rich!
Ok, so you may own a home, have kids, and you may be middle class, but certainly may not rich, do you really need a Trust? Yes, you do. In fact, if you’re not rich, then it’s even more important for you to get a Trust and we’re going to discuss why that is. Now, when...
Estate Planning Must-Haves For Single Parents
If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being pulled between work, school activities, and home - and the inevitable emergencies that fill the lives of single parents everywhere. Being a single parent is a...
3 Ways To Cut Your Taxes By Giving To Charity In Your Estate Plan!
Ok, as you know, when you make donations to a qualified charity during your lifetime, those donations are generally tax deductible. But you may be surprised to learn that dedicating a portion of your estate to a charitable cause can reduce the taxable value of your...
Estate Planning 101: Wills vs. Trusts
Wills and Trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While both documents are legal vehicles designed to distribute your assets to your loved ones upon your death, the way in which they work...
Everything You Need to Know About Including Digital Assets In Your Estate Plan
Ok, you have logins and passwords to access your digital assets, but how do you include these assets in your estate plan? Let’s be honest, we’re living in the most technologically advanced time in human history and we have created logins and passwords for so many of...
