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Myths We Tell Ourselves About Estate Planning

Posted by Chris Peterson | Feb 29, 2020 | 0 Comments

Estate planning can be a very difficult process. While it's not brain surgery, making the decision to move forward with the planning requires us to face the fact that we will not live forever. This thought can stop many people right in their tracks. Others talk themselves out of seeing a qualif...

529 Plans -What You Need to Know

Posted by Chris Peterson | Feb 25, 2020 | 0 Comments

529 Plans -What You Need to Know According to U.S. News and World Report, for the 2019-2020 school year, the average cost of tuition and fees is $10,116 at an in-state public university and $36,801 at a private university. This does not even include housing, books, and meal pla...

Planning for Stepchildren and Step-Grandchildren

Posted by Chris Peterson | Feb 19, 2020 | 0 Comments

Planning for Stepchildren and Step-Grandchildren The structure of families has changed in the United States: According to statistics cited by the Pew Research Center, six out of ten women who remarry are in blended families, and in about half of those remarriages, stepchildren ...

Who’s On Your Team?

Posted by Chris Peterson | Feb 17, 2020 | 0 Comments

Who's On Your Team? Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so (i) you can be taken care of during times when you are unable to care for yourself, and (ii) your money and property are distribut...

Is a Handwritten Will Effective?

Posted by Chris Peterson | Feb 16, 2020 | 0 Comments

Is a Handwritten Will Effective? After the 2018 passing of the legendary singer Aretha Franklin, her family and lawyer initially thought she had died without a will. But earlier this year, three handwritten wills—two from 2010 that were locked in a cabinet and one from 2014 tha...

Effect of Bankruptcy on Estate Planning

Posted by Chris Peterson | Feb 13, 2020 | 0 Comments

Effect of Bankruptcy on Estate Planning Bankruptcy may be one of the last things on your mind when you are creating an estate plan. Fortunately, the number of bankruptcy filings have declined as the economy has improved, but there were still a whopping 969,397 bankruptcy filing...

Productivity Tips for the New Year

Posted by Chris Peterson | Feb 10, 2020 | 0 Comments

Productivity Tips for the New Year Are you feeling bogged down in a swamp of clutter, deadlines, and incomplete tasks? As we draw closer to the end of the year, make it your goal to do a few simple things over the course of a day or two that will result in increased productivit...

New Year, New Estate Plan

Posted by Chris Peterson | Feb 01, 2020 | 0 Comments

New Year, New Estate Plan Welcome to 2020! A new year is a time for optimism and new opportunities. It is a time to start fresh and make sure you are headed in the right direction. But makingNew Year's resolutions is not enough: Take action now to ensure that you and your famil...

Common Mistakes with DIY Estate Plans

Posted by Chris Peterson | Jan 29, 2020 | 0 Comments

Common Mistakes with DIY Estate Plans The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most people, this is simply not true. Several years ago, Consumer Reports®, an independent nonprofit consumer watchdog gro...

Estate Planning is Like Building a Snowman

Posted by Chris Peterson | Jan 26, 2020 | 0 Comments

Estate Planning is Like Building a Snowman A complete estate plan must include certain essential parts. In fact, it is similar to building a snowman in some respects. The traditional snowman has several critical components: bottom, middle, and top snowballs, as well as “arms” a...

Importance of Properly Revoking Powers of Attorney

Posted by Chris Peterson | Jan 23, 2020 | 0 Comments

Importance of Properly Revoking Powers of Attorney It is very important to regularly review and update all of your estate planning documents.However, your financial power of attorney is one document that should be reexamined more frequently than others. Revisiting your financia...

How to Own Your Real Estate

Posted by Chris Peterson | Jan 20, 2020 | 0 Comments

How to Own Your Real Estate Real estate is more than just your primary residence. It can include other real estate such as a vacation home or a rental property. Depending upon the type of real estate you own, the ideal form of ownership can vary. Below, we take a look at the di...

Why Title Matters

Posted by Chris Peterson | Jan 17, 2020 | 0 Comments

Why Title Matters Real estate can take on different forms of ownership depending upon the number of parties and the unique circumstances involved. Understanding how your real estate is owned, or “titled,” is necessary because this determines the extent of control you have over ...

Who’s On Your Estate Planning Team?

Posted by Chris Peterson | Nov 11, 2019 | 0 Comments

Who's On Your Estate Planning Team? Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so you can be taken care of during times when you are unable to care for yourself, and your money and prop...

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