Estate Planning Archives - Page 2 of 15

May 2, 2025

How to Protect Your Teenagers and Young Adults through Estate Planning

As parents we worry about our kids from the day we find out about them until… does it ever stop? I don’t think it does. We worry about whether they’re eating enough or eating too much. We worry about the food we give them and the schools they go to. We worry about if we’re giving them enough opportunities or if we’re spoiling them. Teenagers and young adults

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May 2, 2025

Estate Planning for Elder Millennials and Gen X

Estate planning is a crucial part of life and being an adult. It’s especially important for parents of minors and individuals in committed relationships, but unmarried. But if you don’t fit into either of those categories, it’s still important for you! Because it matters for married couples, those without children, and single people, too. The younger an individual is it’s likely they have less to worry about when

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April 2, 2025

What Happens to Your Partner If You Die Without an Estate Plan

This question is such an important one to ask. It’s such a loving question. Because the truth is that what you expect to happen and what actually happens may be worlds apart. Let’s take a closer look at likely scenarios and how you can safeguard your loved ones and your partner. Full transparency: It’s super confusing, and I don’t blame you if you skip all the legal and

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March 20, 2025

Estate Planning for Couples: Secure Your Future Before Saying “I Do”

Marriage is a beautiful journey filled with love, commitment, and shared dreams. But beyond the emotional and social aspects, marriage is also a legal contract that affects your financial future, property rights, and healthcare decisions. Before you say "I do," it's essential to establish an estate plan that protects you and your partner—ensuring your wishes are honored no matter what life brings. If you haven’t thought about estate

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March 12, 2025

Will My Family Have to Pay a Tax on Their Inheritance From Me?

Estate planning is an important part of life. It allows you to handle your affairs before you pass away— leaving less stress for your grieving loved ones. When someone you love is figuring out how to live without you, not having to show up in court repeatedly is a kindness. That’s what good estate planning can do. It lifts that burden of showing up in court, spending hours

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February 4, 2025

Estate Planning: The Most Loving Valentine’s Day Gift

We know what you’re thinking. Estate planning doesn’t feel like a romantic Valentine’s Day gift, but we’re here to argue that it is one of the most loving things you can do for your family. Hear us out. When your spouse notices the gas tank in your car is low and they top it off for you of their own accord, don’t you feel seen? If the sink

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February 4, 2025

Safeguarding Your Business to Safeguard Your Family

Over the course of your life so far you’ve built a business and it’s been successful at providing you and your family an income. It’s probably provided you some gray hairs too! Business ownership can be really stressful. It can also be lots of fun! Being your own boss is a gift. But let’s be real, it’s also a curse some days! I get it. I understand the

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January 6, 2025

What is a Survivorship Deed?

A deed is the legal document that outlines the exact description and location of a property. It also clearly names the owner of the property. There are different types of deeds but today we will be discussing a Survivorship Deed. Survivorship Deeds A Survivorship Deed is also commonly known as a Joint Tenant With Right of Survivorship Deed, oftentimes abbreviated to JTWROS. This type of deed allows a

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January 6, 2025

Protect Your Family

You have been working hard, putting in tireless hours of education and on the job experience in your field, you’ve reached some goals and have others you’re aiming for, and you have a young family. You are juggling a lot and your main concern is always making sure your family has what they need and also some of the things they want. But have you considered what will

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December 10, 2024

Estate Planning for New Parents: Protect Your Child’s Future

You’ve recently given birth to or adopted your first child and life is so different now! First of all, we congratulate you on this beautiful and momentous event. Children are the best of us! But we also understand that having a child makes you realize there are some things in life that you don’t know enough about. Maybe you had an estate plan in place prior to having

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