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Don’t Let Your Kids Leave Home Without Signing These 3 Documents
  • Post author:Sotera Anderson
  • Post published:June 8, 2022

Don’t Let Your Kids Leave Home Without Signing These 3 Documents

College Protection Plan - As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue other life…

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  • Does Your Family Need Umbrella Insurance?
    • Post author:Sotera Anderson
    • Post published:May 23, 2022

    Does Your Family Need Umbrella Insurance?

    In today’s highly litigious society you are at near-constant risk for costly lawsuits—even if you’ve done nothing wrong. This is especially true if you have substantial wealth, but even those…

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  • 3 Reasons Why Transferring Title Of Your Home To Your Child Is A Bad Idea
    • Post author:Sotera Anderson
    • Post published:May 20, 2022

    3 Reasons Why Transferring Title 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 title of your home to your adult child during your lifetime may seem like a smart…

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  • How Creating A Life & Legacy Plan With Us Preserves Your Legacy
    • Post author:Sotera Anderson
    • Post published:May 10, 2022

    How Creating A Life & Legacy Plan With Us Preserves Your Legacy

    Leaving a legacy .... When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they…

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  • Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
    • Post author:Sotera Anderson
    • Post published:April 25, 2022

    Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust

    As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating your life’s work. But without taking…

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  • How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk
    • Post author:Sotera Anderson
    • Post published:April 20, 2022

    How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk

    If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and legally documenting both long and…

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  • Probate: What It Is & How To Avoid It—Part 2
    • Post author:Sotera Anderson
    • Post published:April 12, 2022

    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 assets must go through probate before…

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  • Probate: What It Is & How To Avoid It—Part 1
    • Post author:Sotera Anderson
    • Post published:April 4, 2022

    Probate: What It Is & How To Avoid It—Part 1

    Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate before those assets can be distributed…

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  • 7 Last-Minute Moves To Save On Your Income Taxes for 2021
    • Post author:Sotera Anderson
    • Post published:March 28, 2022

    7 Last-Minute Moves To Save On Your Income Taxes for 2021

    Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can reduce your tax bill…

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  • Updating Your Estate Plan For Divorce – 5 Changes To Make
    • Post author:Sotera Anderson
    • Post published:March 15, 2022

    Updating Your Estate Plan For Divorce – 5 Changes To Make

    Even if the process is amicable, divorce can be one of life's most stressful events. With so many major changes taking place, it’s easy to forget to update your estate…

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