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...
top of page
Search
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...
12 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...
18 views0 comments
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...
18 views0 comments
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...
6 views0 comments
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...
14 views0 comments
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...
16 views0 comments
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...
32 views0 comments
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...
22 views0 comments
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...
13 views0 comments
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...
14 views0 comments
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...
16 views0 comments
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...
34 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 ...
58 views0 comments
Jennifer Winegardner
- Apr 4, 2022
- 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...
8 views0 comments
Jennifer Winegardner
- Mar 28, 2022
- 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...
22 views0 comments
Jennifer Winegardner
- Mar 8, 2022
- 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...
21 views0 comments
Jennifer Winegardner
- Feb 15, 2022
- 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...
17 views0 comments
Jennifer Winegardner
- Jan 29, 2022
- 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,...
11 views0 comments
Jennifer Winegardner
- Jan 22, 2022
- 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,...
15 views0 comments
bottom of page