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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...
Jennifer Winegardner
Mar 11, 20244 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...
Jennifer Winegardner
Oct 23, 20234 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...
Jennifer Winegardner
Oct 16, 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,...
Jennifer Winegardner
Oct 9, 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...
Jennifer Winegardner
Oct 2, 20235 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...
Jennifer Winegardner
Sep 10, 20236 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...
Jennifer Winegardner
Aug 30, 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...
Jennifer Winegardner
Aug 20, 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...
Jennifer Winegardner
Aug 14, 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...
Jennifer Winegardner
Jul 6, 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...
Jennifer Winegardner
Jun 29, 20234 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...
Jennifer Winegardner
Mar 7, 20232 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. ...
Jennifer Winegardner
Jan 30, 20234 min read


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...
Jennifer Winegardner
Jan 24, 20235 min read


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...
Jennifer Winegardner
Jan 18, 20234 min read


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...
Jennifer Winegardner
Jan 10, 20234 min read


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...
Jennifer Winegardner
Oct 24, 20224 min read


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...
Jennifer Winegardner
Sep 25, 20226 min read


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...
Jennifer Winegardner
Sep 19, 20224 min read


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...
Jennifer Winegardner
Sep 12, 20226 min read
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