Oct 6, 2024 | Estate Planning
A lasagna recipe includes a few different components: the ingredients needed to make the dish, how much of each ingredient you need, and the steps you have to take to transform the ingredients into a dish. Without the steps, the ingredients are just ingredients—they...
Sep 29, 2024 | AI, Estate Planning
Before you’re tempted to use AI for your estate plan, ask yourself the following three questions. Then consider your answers before turning to AI or any other free or cheap legal service. If you’ve already done your estate plan, these questions are important for you,...
Sep 22, 2024 | Estate Planning, Family
This week, we invite you to reflect on everything you’ve worked hard for throughout your life. Reflection No. 1: Remember When? Do you remember your first job? It may have been babysitting for a neighbor or mowing lawns when you were a kid. Or maybe you had a...
Sep 16, 2024 | Beneficiaries, Estate Planning
Let’s explore why beneficiary designations alone fall short and the risks you may be unknowingly taking with your family’s financial future. The Dangers of Naming Minor Children As Your Beneficiaries You create a legal and financial quagmire when you...
Sep 9, 2024 | Estate Planning, Unclaimed Property
In this article, you’ll discover what unclaimed property is, how to find it, and why proper estate planning can ensure your heirs receive their inheritance. Let’s get clear on what unclaimed property is and how it could impact you and your family. What Is...
Sep 3, 2024 | Beneficiaries, Estate Planning, Family, Updates
Imagine this: You’re in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as the beneficiary of your retirement account. You start contributing to your retirement account, and it begins to grow. Fast...
