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...
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Jennifer Winegardner
- Jan 30
- 4 min
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. ...
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Jennifer Winegardner
- Jan 24
- 5 min
Creditors And Your Estate Plan - What Happens to Your Debt When You Die?
In some cases, you could inadvertently leave a reality in which your surviving heirs—your kids, parents, or others—are responsible for...
5 views0 comments
Jennifer Winegardner
- Jan 18
- 4 min
Why Every Adult Needs A Living Will
When it comes to estate planning documents, there are a variety of options. The most common of these options is a “last will and...
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Jennifer Winegardner
- Jan 10
- 4 min
Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, a large amount of wealth will...
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Jennifer Winegardner
- Oct 24, 2022
- 4 min
5 Ways To Pay For Your Funeral Without Leaving Your Family To Foot The Bill
With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, you should consider including enough...
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Jennifer Winegardner
- Sep 25, 2022
- 6 min
What Your Last Will & Testament Will (And Will Not) Do—Part 2
August was “National Make-A-Will Month,” and if you have already prepared your will, congratulations—few Americans have taken this key...
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Jennifer Winegardner
- Sep 19, 2022
- 4 min
What Your Last Will & Testament Will (And Will Not) Do—Part 1
August was “National Make-A-Will Month,” and if you have already prepared your will, congratulations—few Americans have taken this key...
9 views0 comments
Jennifer Winegardner
- Sep 12, 2022
- 6 min
How Estate Planning Can Reduce The High Cost Of Dying—Part 2
Death and taxes are inevitable. Though we pay our taxes, very few of us are properly prepared for death – either our own death or the...
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Jennifer Winegardner
- Sep 6, 2022
- 5 min
How Estate Planning Can Reduce The High Cost Of Dying—Part 1
Death and taxes are unavoidable. We manage to pay taxes but very few are prepared for death – either our own death or the death of a...
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Jennifer Winegardner
- Jul 25, 2022
- 5 min
5 Common Estate Planning Concerns For Your Second (Or More) Marriage
With divorce occurring in almost 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...
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Jennifer Winegardner
- Jul 18, 2022
- 6 min
3 Reasons Why Single Folks with No Children Need An Estate Plan
People who delay or forego a life that involves marriage and parenting can make estate planning a low priority or at least fail to take...
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Jennifer Winegardner
- Jul 11, 2022
- 3 min
If You’ve Been Asked to Serve as Trustee, Here’s What You Should Know
It is an honor to be asked to serve as trustee for a family member or friend’s trust. A trustee should be honest, reliable, and...
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Jennifer Winegardner
- Jul 5, 2022
- 5 min
How To Pass on Family Heirlooms & Keepsakes Without Causing a Family Feud
When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and...
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Jennifer Winegardner
- Jun 13, 2022
- 7 min
10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2
Because estate planning involves actively thinking about and planning for things like death, old age, and disability, many people put it...
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Jennifer Winegardner
- Jun 7, 2022
- 6 min
10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1
Because estate planning involves actively thinking about and planning for issues that arise from getting older, possible disability, or...
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Jennifer Winegardner
- May 23, 2022
- 3 min
Going to College? Estate Planning Starts Now
Graduation season is upon us. Launching your kids from high school to college is big and can make any parent nervous. The summer ahead...
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Jennifer Winegardner
- May 10, 2022
- 5 min
3 Reasons Why Transferring Ownership of Your Home to Your Child Is a Bad Idea
Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child...
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Jennifer Winegardner
- May 4, 2022
- 5 min
Naming Your Kids’ Guardians in Your Will is Not Enough
If you are a parent with children under the age of 18 at home, your number-one estate planning priority should be selecting and legally...
21 views0 comments
Jennifer Winegardner
- Apr 22, 2022
- 7 min
Protect Your Kids' Inheritance with a Lifetime Asset Protection Trust
As a parent, you likely want to leave your children an inheritance. Without the proper precautions, the wealth you pass on could be at ...
33 views0 comments
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