Estate Planning

Monday, November 11, 2019

Guest Blog- Veterans' Benefits Overview

In honor of Veteran’s Day, this week’s guest blog is by Jim McKinley (www. moneywithjim.org) and covers some of the benefits available to Senior Veterans.

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Friday, October 18, 2019

Don't fall into the trap of a "Quick" and "Simple" Estate Plan!

“I just need a simple will.” It’s a phrase estate planning attorneys hear practically every other day.  

From the client’s perspective, there’s no reason to do anything complicated, especially if it might lead to higher legal fees. 
Unfortunately, what may appear to be a “simple” estate is all too often rife with complications that, if not addressed during the planning process, can create a nightmare for you and your heirs at some point in the future.  
In this post, I go over some of the potential pitfalls & unintended problems that can arise from so-called "simple wills"...

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Friday, October 11, 2019

Student Loan Debt: The Albatross of the Average College Student

Student loans have become a necessary evil for many college students.  The increase of college tuition along with the rise of college attendance creates the perfect storm for more student loan debt. 
Why is this happening and why is the term, "crisis" used when discussing the issues involving student loans?

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Wednesday, October 2, 2019

The Three Types of Lawyers to Consider for Your Estate Planning

It seems that there are many options out there when choosing an estate planning attorney. 
This week, I give you three different types of lawyers you may come across when looking for right fit to protect your legacy!

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Friday, September 20, 2019

FALLing into Autumn...

Our lives really do follow the natural flow of the seasons and as sure as one season follows the next, so too will our lives and we will have to be reminded of our life’s relative brevity. 
With this in mind, it’s a great time to check in with yourself and reset...

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Thursday, August 29, 2019

This Labor Day, Think Like a Boss...

A recent report found that the US now has 27 Million Entrepreneurs!  
Which raises the question: Why are there so many individuals wanting to go into business for themselves when it would be far ‘easier’ to be employed?
As an entrepreneur myself, I can honestly say that it’s not just a personality type or functional reason, but also very much a trend to no longer follow in the footsteps of their forefathers as classic employees, regardless of the benefits...

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Monday, August 19, 2019

Procrastination & ALL of my LISTS...

I finally had enough of running out of time and decided to get to the bottom of why. I very quickly realized how much time in my day I was wasting and was shocked by the number of extremely important tasks were still sitting on my ‘to do list’ from months ago! 

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Monday, August 5, 2019

Back to School Checklist #2: Get Your Estate Plan in Order

On last week’s blog, we shared some easy, practical tips on how to get organized prior to the upcoming school year (See Part 1 Here). 
Today, we're sharing Part 2, with some reminders & advice on how to get your estate plan in order, before your schedule fills up and procrastination sets in!


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Thursday, July 18, 2019

Why I'm Convinced that Estate Planning is a Women's Issue...

Estate planning is important for both sexes, but the pitfalls of failing to plan simply affect women, particularly mothers, much more than men for a host of reasons. 
In this week's blog, Tiffany lists 16 key talking points for women (and everyone else) to consider in order to protect their future selves, families, & loved ones. 


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Thursday, June 20, 2019

6 Reasons Why Hiring an Estate Planning Lawyer Beats Doing-It-Yourself

The question shouldn’t be whether or not you can write your own will, but rather whether you SHOULD
The problem is this:  You don’t know what you don’t know.


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Friday, June 14, 2019

Important Estate Planning Considerations for LGBTQ+ Individuals & Families

Happy LGBTQ Pride Month!   

Most people, regardless of their gender identity or sexual orientation, should make an estate plan. However, same-sex couples/families and LGBTQ individuals may have more to gain from making an estate plan than others because of the ever-changing nature of the laws surrounding LGBTQ issues.  An estate plan can also help clarify the nature their relationship for those family members or professionals who may not (sadly) understand it or approve of it. 
In honor of Pride Month, this week's blog addresses 6 Key Estate Planning Issues to consider for LGBTQ families & individuals...

Read more . . .


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