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Leave Your Loved Ones a Digital Roadmap

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We store everything about our lives online.  The ability to house individual accounts on a laptop or phone is considered a modern-day convenience, and each account and device has its own password. To loved ones in the aftermath of a death, it can be particularly difficult to navigate and settle a person’s financial and non-financial […]
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5 Money Conversations to Have with Your Children & Grandchildren!

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Your children and grandchildren look to you for guidance—but many of us leave one taboo topic off the table: money. Preparing your children and grandchildren for the future with good financial habits early in life can save them (and you) a considerable amount of stress. Don’t know where to start? Here are 5 money conversations […]
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Wills v. Trusts – Which One Is Right for You?

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Wills and Trusts are both vehicles used to pass your assets when you pass away. However, that is about as far as the similarities go. Here is a quick overview to help guide you as you discuss the right option for you with your estate planning attorney. Best piece of advice – keep an open […]
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Why You Do Not Want a 3 Word Will/Trust

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“All to son.” This sets the record for the shortest known Will according to Texas Tech University School of Law. On the other side, the longest Will was 1,066 pages and 95,940 words. So how long should your Will or Trust be? While 3 words are not enough, over 95,000 equals overkill. There is no […]
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Apples & Oranges - DIY Wills and Trusts

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What do Apples and Oranges have to do with Wills/Trusts? Well, not much. But this is sure to be an interesting read, right? We’ve all been there. We have all been tricked a time or two. Two weeks ago, I was at the supermarket. I saw the shiniest, most scrumptious looking apple. This was no […]
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Wills, Trusts, & Estate Planning

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We find most people use the word “Will” to refer to the concept of Estate Planning—not the actual Will document. Although people are surprised when they realize this, it makes a lot of sense. We do this in a lot of areas in life. When is the last time you asked for a Kleenex instead […]
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YES, You Need a Trust

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Saying Trust is like saying car, there are thousands of types of makes, models, and features. A Revocable Living Trust is one of the most common trust types and the model almost everyone needs to set up. What is a Revocable Living Trust? Let’s break it down. Revocable – You can change anything and everything. […]
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The Pros & Cons of Wills & Trusts

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Do you need a Will or a Trust? Not only is understanding the plan you put in place vital, but it’s also important to understand the pros and cons between a Will and a Trust so you can make the best decision for you and your loved ones. Many people are surprised by the differences […]
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What the New Year Means for Your Tax Bill (1 Minute)

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It’s that time of year again … (no, not the time when we decide what sparkly top or tie we want to wear on new year’s…mine is gold and will look fabulous at my ZOOM party), but it’s the time when we all start looking to see what estate and gift tax looks like in […]
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Stop Putting Your Children's Money into Savings: The Power of a Minor's Trust

Putting your child’s money or gifts into a savings account is LOSING them money. Money that could be used for college, trade school, their first car, a down payment on a house, or even retirement. Not only do these accounts lose money, they have ZERO protection. Is your child ready to have access to the […]
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