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Our home’s value has increased substantially since we bought it. What should we do now?
- May 28, 2025
- Posted by: Carolyn
- Categories: Estate Planning, Families, Home ownership
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Has your home’s value increase since you bought it? Find out how to properly structure your estate plan to protect your legacy and your heirs from outsized tax burdens.
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How Do We Stop Procrastinating Our Estate Planning?
- January 31, 2025
- Posted by: Carolyn
- Categories: Estate Planning, How To
Psychology tells us there are proven actions for overcoming procrastination. I have built my practice to incorporate these techniques & address the most common reasons for “kicking the can down the road”. Together we make decisions in incremental steps, until everything is complete. Let me show you how to do it.
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Will your Estate Plan work when you need it?
- May 30, 2024
- Posted by: Carolyn
- Categories: Estate Planning, Families, Living Trust
Consider what’s changed in your life since you last revised your estate plan. It’s important to remember that estate planning is an ongoing process, not a one-and-done event. Your plan should be regularly updated to reflect changes in your assets, family situation, and laws. Will your current plan work the way you want, when you need it?
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Can I just DIY my Estate Plan?
- April 1, 2024
- Posted by: Carolyn
- Categories: Artificial Intelligence, Estate Planning, How To, Living Trust
For many of the same reasons, you shouldn’t rely on AI apps to create your estate plan, and you shouldn’t expect to DIY an estate plan with any actual effectiveness. While there certainly are do-it-yourself options for estate planning, if you can afford to pay for expert help, and avoid costly pitfalls, why wouldn’t you?
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We moved. Do we need to update our Estate Plan?
- March 25, 2024
- Posted by: Carolyn
- Categories: Estate Planning, How To, Living Trust
It’s a good idea to have your Estate Planning Attorney review & update your trust every 5 years, even if you think nothing has changed in your circumstances. This is especially true if you have moved to a new state, as the laws can differ from those of your previous state.
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I’m Single Person, Without Children. Why Do I Need an Estate Plan?
- January 10, 2024
- Posted by: Carolyn
- Categories: Estate Planning, Living Trust, Single Person
I’m a single person, without children. Why would I need an Estate Plan? Proper estate planning is crucial to safeguarding your wealth, assets, and even your life. Without it, you risk leaving your surviving family and friends to deal with potential conflict, mess, and expense if something unexpected happens.
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Does Your Business Partnership Include a “Buy-Sell Agreement”?
- September 14, 2023
- Posted by: Carolyn
- Categories: Business plans, Business Succession, Estate Planning, How To, Small Business
Does your Business partnership have a Buy-Sell Agreement to protect your interests in case one of you should leave suddenly or become incapacitated? In this post I’ll explain why it should, and how you can do it.
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Why You Need a Power of Attorney
- August 24, 2023
- Posted by: Carolyn
- Categories: Business plans, Business Succession, Estate Planning, How To, Small Business
If you own a Small or Medium sized Business, you need every tool at your disposal to protect your interests. In this post I show you how a Durable Financial Power of Attorney can do just that.
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Is Just A Will Enough To Protect Your Small Business?
- August 12, 2023
- Posted by: Carolyn
- Categories: Business plans, Business Succession, Estate Planning, How To, Small Business
When it comes to estate planning, creating a will is usually the go-to option. However, simply leaving your business to someone in your will may not be the wisest choice. In this post, I’ll explain why this isn’t good idea and what you can do about it.
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The 3 Most Common Mistakes in Estate Planning and How To Avoid Them…
- July 9, 2023
- Posted by: Carolyn
- Categories: Estate Planning, How To
Estate planning can seem like an overwhelming task. Here are the three most common mistakes I have noticed in estate plans and how to avoid them.