How to Protect Intellectual Property in Your Estate Plan
Protecting your intellectual property in your estate plan isn't just about legality – it's about preserving your creative essence, your groundbreaking ideas, and your unique vision. It's making sure your hard work keeps making a difference long after you're gone.
Happily Ever After Begins: An Estate Planning Checklist for Newlyweds
Estate planning for newlyweds is the key to securing your shared future, ensuring your assets go to your loved ones, and providing peace of mind for whatever life may bring.
The Limitations of Group Legal Services for Estate Planning
Group legal insurance might seem like a good way to save on your estate planning needs, but will a plan created through legal insurance work for your family when they need it? Read more…
School’s in Session: How to Ace Your Estate Planning Homework
As parents, our hearts swell with pride and a hint of nostalgia as we send our children off to school. The excitement of new friends, teachers, and adventures beckons, but amidst the bustling preparation, there's an essential (yet often overlooked) item on our to-do list that deserves our attention: estate planning.
10 Life Events That Signal It’s Time to Review Your Estate Plan - Part II
Reviewing your estate plan is like setting waypoints on a road trip – ensuring you're on the right track as you navigate life's twists and turns.
10 Life Events That Signal It’s Time to Review Your Estate Plan - Part I
Think of your estate plan as a trusty GPS navigating the twists and turns of your life. Just as you wouldn't rely on outdated maps for a road trip, your estate plan needs timely updates to ensure you're on the right track.
The Perfect Solution for Choosing Your Child’s Guardian
You’ve been so intentional about creating a loving and safe home for your children, full of the opportunities and resources they need to thrive. Create a plan to maintain that momentum, no matter what happens.
Help for Dealing with a Parent’s Dementia Diagnosis
Alzheimer’s disease affects more than six million Americans and its prevalence will continue to grow with the aging population. Yet many families are unprepared to handle the legal and financial consequences of a dementia diagnosis.
How to Talk About Estate Planning at Your Family Reunion
July is National Family Reunion Month! If you’re getting together with family this month, it’s a perfect time to talk to your loved ones about your shared goals, family resources, and the legacy you want to leave behind for the next generation.
Grownish: How to Protect Your Adult Kids in a Medical Emergency
Have you ever considered what happens when your children turn 18, leave home, and then require emergency medical attention? Having appropriate estate planning in place for your adult children can make all the difference during a health crisis. In this article, we discuss how you can continue to safeguard your brood - even after they’ve left the nest.
How the Corporate Transparency Act Impacts Your Estate Plan
If you have a trust or are curious about creating an estate plan for your family, you may be wondering how changes in the law will affect your plan in the future and how you can possibly plan for them. Read on to learn more.
How to Preserve Your True Legacy for Future Generations
Each life and legacy plan we design preserves your intangible assets, your true legacy, for your loved ones. Because you are far more valuable than your real estate, bank account, or life insurance proceeds. Values over valuables, every time.
Warren Buffett On Money and Parenting
While many of us may feel overwhelmed by the thought of estate planning or building our wealth, Buffett's advice reminds us of two key but simple steps we can take to create financial and generational wealth.
How You Can Prepare for “The Great Wealth Transfer”
We’re part of the greatest generational wealth transfer in history. Are you ready?
What’s Probate? And How Can You Avoid It? - Part One
You may think that after you die, everything you own will simply go to your spouse, children, or closest family members. But, it’s not that simple.
Three Mistakes That Can Derail Your Estate Plan
While it may seem simple enough to create a will online, in reality it’s very difficult to create an effective estate plan without the guidance of an experienced estate planning attorney. Here are three mistakes that can derail your estate plan and leave your family in the lurch.
Five Questions To Ask Before Hiring An Estate Planning Lawyer
Hiring the right attorney to help you make wise decisions for life and death can be the most empowering choice you ever make for yourself and your loved ones. Here are five questions you should ask to ensure that you select an attorney who will provide the kind of service, attention, and care that your family deserves.
Do You Need Power of Attorney for Your Aging Parents?
As a parent ages, it can become challenging to balance respect for their autonomy with the need to protect them from the ramifications of a decline in health. A power of attorney can provide peace of mind and clarity in these times of transition.