Beneficiary Deeds, also known as Transfer on Death Deeds, are awesome legal tools. Unfortunately, too many people are unaware they exist or how to use them. Today, we’re going to explore the beneficiary deed, its use, and a new program we’re rolling out to make it easier to get yours. What is a Beneficiary Deed […]
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Safeguarding Your Estate Plan
You let out a huge sigh of relief. For months, maybe years, you have pushed off creating an estate plan. For whatever reason, you decided now was the time to get it done. You signed the Trust, Will, Financial Power of Attorney, Healthcare Power of Attorney, Guardianship Nomination, and other documents. You feel great with […]
Planning Your Estate Plan
Planning your estate plan is a lot like gardening. We recently shared a post on social media with a picture of our backyard vegetable garden. As I was reflecting on how great the garden looks this year, I started to think about all the planning and work that went into it. I also thought about […]
Happy Fourth of July
Independence Day is one of my favorite holidays. Then again, I probably have too many favorite holidays. The Fourth hits home as a day to remember and reflect on the origin of this magnificent country. For 39 years, I’ve celebrated the 4th as an American. For 13 years I celebrated the 4th as an Airman, […]
The Blended Family and Five Estate Planning Tips
“It doesn’t matter where you start, it matters where you finish.” Gary Vaynerchuk may not have been speaking of blended families when saying these words, but for a lot of blended families, these words speak volumes. The blended family, think The Brady Bunch, has a lot to consider in terms of Estate Planning. This article […]