-
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
No Comments
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.
-
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?
-
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.
-
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.
-
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.
-
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.
-
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.