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Who’s On Your Team?

Who’s On Your Team? Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so that you can be taken care of during times when you are unable to care for yourself, and your money and property are distributed in the way…

Planning for Stepchildren and Step-Grandchildren

Planning for Stepchildren and Step-Grandchildren If you or your grown children are part of a blended family, your estate planning should reflect the special considerations and complexities involved. Identify Your Goals Each family has its own dynamics and priorities—and blended families add another dimension that must be considered as you create or update your estate…

3 Asset Protection Tips You Can Use Now

3 Asset Protection Tips You Can Use Now A common misconception is that only wealthy families and people in high risk professions need to have an asset protection plan. But in reality, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a monetary judgment that will…

Are Your Assets Safe? What is Asset Protection Planning?

You may be surprised to learn that not only has asset protection planning been around for a long time, but you likely have already engaged in it at some point during your life. In fact, you probably currently have one or more types of traditional asset protection planning in place. The problem is, in many…

How to Avoid a Disastrous Will or Trust Contest

A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can prevent that result. What is a Will or Trust Contest? A will or trust contest is a type of lawsuit that is filed to object to the validity of…

The Harmonious Family that Won’t Fight? The Outcome May Surprise You

When arguments about inheritance arise, the pain of losing a loved one can multiply. This is especially true for those caught off guard by conflicts they never anticipated. Whether you’re expecting a battle over your estate or you are confident there will not be any fighting, it is a good idea to make sure your…

It’s a Boy! Congratulations Phillip and Libby!

We’ve got a Code Cute New Baby Alert! On April 15, our associate attorney, Phillip Haer, became a dad. Phil and his wife, Libby, welcomed their healthy baby boy, Charles “Charlie” Robert Haer.  Charlie was born at 8 lbs 15 oz and 21 inches. We are so happy and excited for Phillip and Libby and their…

Do It Now: Name a Guardian for Your Minor Child(ren)

We know it’s hard. Thinking about someone else raising your children can stop you in your tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger will determine who raises your children if something happens to you – your children’s guardian could be a relative you despise or…

Why Should You Update Your Estate Plan? Meet the Kendricks

Please allow us to be frank. It’s unrealistic to think that a piece of paper you draft, reflecting your life at a certain time, will work when your life has completely changed some years later. We’ll use the Kendrick family as an example.     Meet the Kendricks Meet Bill and Karen Kendrick. They got their…

Big “Life Changes” Often Mean Big “Estate Plan Changes”

Many people who put together an estate plan do so when they start a family – assuming they put an estate plan together at all during their lifetime. While putting an estate plan together is a good thing to do, many people make few updates once the plan has been created, despite other key life…
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