4 03, 2019

Did you include your grandkids in your will? 5 Tips to Avoid Common Problems

By |2019-03-04T12:53:51-07:00March 4th, 2019|Categories: Financial, Will|Tags: , , |0 Comments

As we build wealth, we naturally want to pass that financial stability to our offspring. With the grandkids, especially, we often share a special bond that makes us want to provide well for their future. However, that bond can actually turn into a weakness if proper precautions aren’t set [...]

1 03, 2019

5 Things Every New Mother Needs to Know About Wills

By |2019-02-26T21:31:19-07:00March 1st, 2019|Categories: Estate Planning, Probate, Trust, Will|Tags: , |0 Comments

As a new mother, you naturally want to ensure your new baby’s future in every way. For many new mothers, infancy is a time for celebrating new life, and making a will is the last thing on their minds. For others, bringing new life into the world sparks intense [...]

27 02, 2019

Dispelling the Top 3 Estate Planning Myths

By |2019-02-26T19:43:58-07:00February 27th, 2019|Categories: Estate Planning, Trust, Will|Tags: |0 Comments

Like any other complex subject, estate planning has its share of myths and misconceptions.  Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it’s needed. Estate Planning Myth #1 – You [...]

20 02, 2019

Don’t Make These Common, Expensive Mistakes: How to Leave Assets to Minor Children

By |2019-02-19T13:32:22-07:00February 20th, 2019|Categories: Estate Planning, Probate, Trust, Will|Tags: , , |0 Comments

Most parents want to make sure their children are provided for if something happens to them while the children are still minors. Grandparents, aunts, uncles, and good friends sometimes want to leave gifts to beloved young children too. Unfortunately, good intentions and poor planning often have unintended results. Don’t [...]

15 02, 2019

5 Reasons to Embrace the Emotional Side of Estate Planning

By |2019-02-15T17:03:14-07:00February 15th, 2019|Categories: Estate Planning, Taxes, Trust, Will|Tags: , |0 Comments

When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone. But while that [...]

4 02, 2019

An Estate Planning Checklist to Facilitate Wealth Transfer

By |2019-02-02T19:27:42-07:00February 4th, 2019|Categories: Estate Planning, Trust, Will|Tags: , , , , , |0 Comments

Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Help your loved ones avoid becoming a statistic. You need to educate and update your heirs about your wealth transfer goals and the plan [...]

14 12, 2018

Wills vs. Trusts: A Quick & Simple Reference Guide

By |2018-12-14T10:47:38-07:00December 14th, 2018|Categories: Estate Planning, Trust, Will|Tags: , , , |0 Comments

Confused about the differences between wills and trusts?  If so, you’re not alone. While it’s always wise to contact attorneys like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do – That Wills Can’t Avoid a conservatorship and guardianship. A revocable [...]