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    How To Pass on Family Heirlooms & Keepsakes Without Causing a Family Feud
    Jennifer Winegardner
    • 18 hours ago
    • 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...
    10 views0 comments
    10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2
    Jennifer Winegardner
    • Jun 13
    • 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...
    14 views0 comments
    10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1
    Jennifer Winegardner
    • Jun 7
    • 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...
    8 views0 comments
    Going to College?  Estate Planning Starts Now
    Jennifer Winegardner
    • May 23
    • 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...
    4 views0 comments
    3 Reasons Why Transferring Ownership of Your Home to Your Child Is a Bad Idea
    Jennifer Winegardner
    • May 10
    • 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...
    11 views0 comments
    Naming Your Kids’ Guardians in Your Will is Not Enough
    Jennifer Winegardner
    • May 4
    • 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...
    15 views0 comments
    Protect Your Kids' Inheritance with a Lifetime Asset Protection Trust
    Jennifer Winegardner
    • Apr 22
    • 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 ...
    19 views0 comments
    Probate: What It Is & How To Avoid It—Part 2
    Jennifer Winegardner
    • Apr 4
    • 8 min

    Probate: What It Is & How To Avoid It—Part 2

    Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your...
    2 views0 comments
    Probate: What It Is and How To Avoid It
    Jennifer Winegardner
    • Mar 28
    • 6 min

    Probate: What It Is and How To Avoid It

    Without a proper estate plan upon your death, your assets must pass through the court process known as probate before being distributed...
    19 views0 comments
    What To Expect From Your Initial Estate Planning Meeting With Us
    Jennifer Winegardner
    • Mar 9
    • 5 min

    What To Expect From Your Initial Estate Planning Meeting With Us

    If you've met with an estate planning lawyer before (or even if you never have), we want to share with you how meeting with us is...
    18 views0 comments
    4 Reasons Why Estate Planning Is So Essential For Business Owners
    Jennifer Winegardner
    • Feb 15
    • 6 min

    4 Reasons Why Estate Planning Is So Essential For Business Owners

    If you run your own business, you may forget that personal estate planning is still a priority. The challenges of meeting next month’s...
    11 views0 comments
    Do It Yourself Estate Planning: 5 Ways It Can Fail - Part 2
    Jennifer Winegardner
    • Jan 29
    • 5 min

    Do It Yourself Estate Planning: 5 Ways It Can Fail - Part 2

    Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost,...
    7 views0 comments
    Do It Yourself Estate Planning:  5 Ways It Can Fail - Part 1
    Jennifer Winegardner
    • Jan 22
    • 6 min

    Do It Yourself Estate Planning: 5 Ways It Can Fail - Part 1

    Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost,...
    12 views0 comments
    Preventing Family Conflict And Disputes Over Your Estate Plan
    Jennifer Winegardner
    • Jan 7
    • 7 min

    Preventing Family Conflict And Disputes Over Your Estate Plan

    No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or if you...
    3 views0 comments
    Why Putting Your Family Home In A Trust Is A Smart Move—Part 2
    Jennifer Winegardner
    • Jan 4
    • 7 min

    Why Putting Your Family Home In A Trust Is A Smart Move—Part 2

    Like many homeowners, your home may be your family’s most valuable asset. In light of this, you want to plan wisely to ensure your home...
    5 views0 comments
    Why Putting Your Family Home In A Trust Is A Smart Move—Part 1
    Jennifer Winegardner
    • Dec 29, 2021
    • 5 min

    Why Putting Your Family Home In A Trust Is A Smart Move—Part 1

    If you are like many homeowners, your home is your family’s most valuable asset. That is why you should plan wisely to ensure your home...
    26 views0 comments
    How to Pass Down Your Family Wealth Legacy During The Holidays
    Jennifer Winegardner
    • Dec 17, 2021
    • 3 min

    How to Pass Down Your Family Wealth Legacy During The Holidays

    You probably know (but may not have given much thought to) the most important inheritance you provide. It's so much more than the money...
    12 views0 comments
    The Basics On NFTs: The Newest Cryptoverse Craze
    Jennifer Winegardner
    • Dec 7, 2021
    • 9 min

    The Basics On NFTs: The Newest Cryptoverse Craze

    NFTs, or “non-fungible tokens,” are the latest sensation in the cryptocurrency universe, or as some people call it the “Cryptoverse.” And...
    11 views0 comments
     FAQs About Long-Term Care Insurance
    Jennifer Winegardner
    • Nov 30, 2021
    • 6 min

    FAQs About Long-Term Care Insurance

    We are aging at a faster rate than ever before, and collectively we are living much longer too. In fact, by 2034, seniors (age 65 and...
    8 views0 comments
    10 Things You Should Know About Living Wills
    Jennifer Winegardner
    • Nov 23, 2021
    • 8 min

    10 Things You Should Know About Living Wills

    You’ve heard the term “last will and testament,” which is just a “will.” But you may have also heard people talk about a “living will.” ...
    10 views0 comments
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