4 Estate Planning Must-Haves For Unmarried Couples
[vc_row][vc_column][vc_column_text] Estate planning is often considered something you only need to worry about once you get married. But the reality is every adult, regardless of age, income level, or marital status, needs to have some fundamental planning strategies in place if you want to keep the people you love out of court and out of […]
Passing On Family Heirlooms & Keepsakes Without Causing A Family Feud
[vc_row][vc_column][vc_column_text] When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Yet personal possessions that have the most meaning for the loved ones we leave behind are often left out of estate planning documents. Legally, heirlooms and keepsakes are considered “non-titled personal […]
10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2
[vc_row][vc_column][vc_column_text] Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it all together until it’s too late. Sadly, this unwillingness to face reality often creates serious hardship, expense, and trauma for those loved ones you leave behind. […]
10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1
[vc_row][vc_column][vc_column_text] Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it all together until it’s too late. Sadly, this unwillingness to face reality often creates serious hardship, expense, and trauma for those loved ones you leave behind. […]
Before Leaving On Vacation: 4 Critical Tasks To Add To Your To-Do List
[vc_row][vc_column][vc_column_text] As COVID restrictions ease, more people than ever are planning to go on vacation this summer season. With some hotels reporting an 80% increase in bookings, going on vacation this year may require much more planning than it would have in the pre-pandemic times. But one thing many people forget to do is plan for […]
Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
[vc_row][vc_column][vc_column_text] As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating your life’s work. But without taking the proper precautions, the wealth you pass on is at serious risk of being accidentally lost or squandered due to common life events, such […]
Probate: What It Is & How To Avoid It—Part 2
[vc_row][vc_column][vc_column_text] Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your assets must go through probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time-consuming, costly, and open to the public, and because […]
Probate: What It Is & How To Avoid It—Part 1
[vc_row][vc_column][vc_column_text] Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time-consuming, costly, and open to the public, and because of this, avoiding probate—and keeping […]
Updating Your Estate Plan For Divorce: 5 Changes To Make
[vc_row][vc_column][vc_column_text] Even if the process is amicable, divorce can be one of life’s most stressful events. With so many major changes taking place, it’s easy to forget to update your estate plan—or simply put it off until it’s too late. After all, dealing with yet another lawyer is probably the last thing you want to […]