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10 Common Estate Planning Mistakes You Can’t Afford to Make—Part 2

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.

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10 Common Estate Planning Mistakes You Can’t Afford to Make—Part 1

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.

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How Creating A Life & Legacy Plan With Me Creates And Preserves Your Family'

When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings the item evokes, not the thing itself.

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3 Reasons Why Transferring Ownership of your Home to Your Child is a BAD Idea

Transferring ownership of your home to your adult child during your lifetime may seem like a smart move. But in nearly all cases, it’s actually a huge mistake, which can lead to dire consequences for everyone involved.

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Naming Guardians For Your Kids In Your Will Can Leave Them At Risk

Naming and legally documenting guardians for your kids might seem like a fairly straightforward process, but it entails a number of complexities most people simply do not think about. Even lawyers with decades of experience typically make at least one of six mistakes when naming long-term legal guardians.

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Does Your Family Need Umbrella Insurance

Umbrella insurance offers a secondary level of protection against lawsuits above and beyond what’s covered by your homeowners, auto, watercraft, and other personal insurance policies.

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Protect Your Children With A Lifetime Asset Protection Trust

These unique trusts safeguard your kids’ inheritance from being lost to common life events, such as divorce, serious illness, lawsuits, or even bankruptcy.

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7 Last-Minute Moves To Save On Your Taxes

While there are dozens of potential tax breaks you may qualify for, here are 7 of the leading moves you can make to save big on your 2021 tax return.

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Probate: What It Is & How To Avoid It—Part 2

I’ll discuss the major drawbacks of probate for your family, and outline the different ways you can help them avoid probate with wise planning.

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Probate: What It Is & How To Avoid It—Part 1

Like most court proceedings, probate can be time-consuming, costly, and open to the public, and because of this, avoiding probate—and keeping your family out of court—is a central goal of most estate plans.

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