top of page
Search
Jennifer Winegardner
2 days ago6 min read
From Preparation to Recovery: When Disaster Strikes
When disaster strikes, every second counts. Plan now, when you are not facing an emergency. Then when emergency strikes, you will be...
1 view0 comments
Jennifer Winegardner
Jan 35 min read
Five Essential Steps to Protect Your Loved Ones in 2025
Estate Planning in the New Year You know that uneasy feeling when you think about what everyone you love would do, if (and when)...
0 views0 comments
Jennifer Winegardner
Dec 8, 20242 min read
Court Ruling Halts Corporate Transparency Act: What You Need to Know
A federal judge in Texas issued a ruling this week that could affect millions of business owners across the country. What does this...
21 views0 comments
Jennifer Winegardner
Nov 14, 20244 min read
The Corporate Transparency Act: What you need to know about your Trust, and Your HOA or Condo Association
You may already be familiar with the upcoming Corporate Transparency Act set to kick in next year. If you aren’t, keep reading because it...
27 views0 comments
Jennifer Winegardner
May 15, 20246 min read
10 Steps to Take Now to Secure a Comfortable Retirement: Part 1
Retirement is more than just an end to the working years; it's an exciting new phase of life that requires thoughtful preparation and...
8 views0 comments
Jennifer Winegardner
Apr 8, 20244 min read
Parents, Step-Parents, and Children, Oh My! Blended Families + Death = A Potential Nightmare
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the...
10 views0 comments
Jennifer Winegardner
Mar 20, 20244 min read
Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End
Whether it’s a breakup, divorce, or the death of a loved one, every relationship eventually will come to an end. It is important to plan...
11 views0 comments
Jennifer Winegardner
Mar 11, 20244 min read
3 Estate Planning Documents Your Parents Need Right Now
As your parents age, ensuring their peace of mind (and yours!) becomes a top priority. One of the best things you can do for your own...
13 views0 comments
Jennifer Winegardner
Oct 23, 20234 min read
Have a Trust? How the Corporate Transparency Act Affects You
Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate...
25 views0 comments
Jennifer Winegardner
Oct 16, 20235 min read
Help Your Parents Avoid These New Financial Scams - Part 2
In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam and...
2 views0 comments
Jennifer Winegardner
Oct 9, 20235 min read
Help Your Parents Avoid These New Financial Scams - Part 1
Fraudsters and scam artists are nothing new, but ever-changing technology is making it easier than ever for scammers to target victims,...
6 views0 comments
Jennifer Winegardner
Oct 2, 20235 min read
Is an LLC the Best Fit for You?
When an LLC Is Not the Best Fit Business owners who are interested in forming a new limited liability company (LLC) or converting their...
11 views0 comments
Jennifer Winegardner
Sep 10, 20236 min read
AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You
August was National Make-A-Will Month, and you may have received an advertisement in your inbox or mailbox from AARP or the American Red...
5 views0 comments
Jennifer Winegardner
Aug 30, 20234 min read
Don’t Send Your Kids Back to School Without These Documents
As summer comes to a close, and back-to-school excitement fills the air, there is one frequently overlooked task to complete—designating...
2 views0 comments
Jennifer Winegardner
Aug 20, 20234 min read
10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 2
Many think that estate planning is something you can complete one time and then check off your to-do list for good. But even the most...
2 views0 comments
Jennifer Winegardner
Aug 14, 20234 min read
10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 1
Many people think that creating a Will or Trust is something you can do once, and then your family and assets are protected forever...
12 views0 comments
Jennifer Winegardner
Jul 6, 20234 min read
Estate Planning Pitfalls - 3 Mistakes That Could Make Your Estate Plan Worthless
Including a Trust as part of your estate plan allows you to avoid probate, maintain privacy, and distribute your assets to your loved...
9 views0 comments
Jennifer Winegardner
Jun 29, 20234 min read
Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway
Vacations are a time to relax and create memories with your loved ones. Ensuring that your legal affairs are in order will allow you to...
8 views0 comments
Jennifer Winegardner
Mar 7, 20232 min read
How To Protect Your Children’s Inheritance Through Life
Many basic estate plans leave assets to children outright and unprotected by age 35. If this is how your plan is designed, it's possible...
11 views0 comments
Jennifer Winegardner
Jan 30, 20234 min read
Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?
You might have heard that a trust can keep your family out of court and maybe out of conflict in the event of your death or incapacity. ...
58 views0 comments
bottom of page