Hey there, fellow business owner! You’ve poured your heart and soul into building something awesome. But what happens to your amazing company if you aren’t around anymore? What will happen to your family, who may be relying on the revenue that business provides? That’s where estate planning comes in! It’s not about fancy legal jargon, […]
Adding a new addition to your family? Or maybe you know someone who is! Now is the perfect time to get your affairs in order. Here are some tips for new parents: Naming Guardians One of the most important decisions you can make as a new parent is choosing a guardian who will care for […]
Blended families are beautiful blends of love, but when it comes to estate planning, things can get complicated. Here’s why having a solid estate plan is crucial for blended families: Providing For Stepchildren Blended families often include stepchildren who may not be legally recognized as heirs under state intestacy laws if there is no will […]
Talking about estate planning with family can be awkward, but it’s essential. Here’s how to make the conversation a little easier. Starting the conversation early is crucial. Don’t wait for a crisis to discuss your plans. Approach the topic in a calm and positive manner, emphasizing that it’s about ensuring everyone is taken care of […]
Estate planning can be tricky, and it’s easy to make mistakes. Here are some common pitfalls and tips on how to avoid them. One of the most common mistakes is not updating your will. Life changes—such as marriage, divorce, the birth of a child, or the death of a beneficiary—should prompt a review and update […]
Creating an estate plan can feel like a big task, but with the right approach, it’s totally manageable. The first step in estate planning is to write a Will or create a Trust! What is a Will? A will, also known as a last will and testament, is a legal document that outlines your wishes […]
