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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...
Jennifer Winegardner
Jul 11, 20223 min read


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...
Jennifer Winegardner
Jul 5, 20225 min read


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...
Jennifer Winegardner
Jun 13, 20227 min read


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...
Jennifer Winegardner
Jun 7, 20226 min read


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...
Jennifer Winegardner
May 23, 20223 min read


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...
Jennifer Winegardner
May 10, 20225 min read


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...
Jennifer Winegardner
May 4, 20225 min read


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 ...
Jennifer Winegardner
Apr 22, 20227 min read


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...
Jennifer Winegardner
Apr 4, 20228 min read


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...
Jennifer Winegardner
Mar 28, 20226 min read


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...
Jennifer Winegardner
Mar 8, 20225 min read


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...
Jennifer Winegardner
Feb 15, 20226 min read


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,...
Jennifer Winegardner
Jan 29, 20225 min read


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,...
Jennifer Winegardner
Jan 22, 20226 min read


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...
Jennifer Winegardner
Jan 7, 20227 min read


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...
Jennifer Winegardner
Jan 4, 20227 min read


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...
Jennifer Winegardner
Dec 29, 20215 min read


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...
Jennifer Winegardner
Dec 17, 20213 min read


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...
Jennifer Winegardner
Dec 7, 20219 min read


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...
Jennifer Winegardner
Nov 30, 20216 min read
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