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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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  • What To Expect From Your Initial Meeting With Us Your Personal Legacy Lawyer
    • Post author:Sotera Anderson
    • Post published:March 3, 2022

    What To Expect From Your Initial Meeting With Us Your Personal Legacy Lawyer

    Whether you’ve met with an estate planning lawyer before or it’s your first time, it’s important to understand how working with us, a Life & Legacy Lawyer, is different from…

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  • 4 Reasons Why Estate Planning Is So Essential For A Business Owner
    • Post author:Sotera Anderson
    • Post published:February 14, 2022

    4 Reasons Why Estate Planning Is So Essential For A Business Owner

    If you are a business owner, it’s easy to give estate planning less priority than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or…

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  • Purchasing Life Insurance For Your Family: What You Need To Know
    • Post author:Sotera Anderson
    • Post published:February 9, 2022

    Purchasing Life Insurance For Your Family: What You Need To Know

    Life insurance is a key component of your family’s estate plan, offering those who depend on you for their financial security a safety net in the event of your death.…

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  • Kids Protection Plan – Don’t Leave Your Children With The Babysitter Until You Read This
    • Post author:Sotera Anderson
    • Post published:January 31, 2022

    Kids Protection Plan – Don’t Leave Your Children With The Babysitter Until You Read This

    Topic: Kids Protection Plan As we head into the third year of the pandemic, we are coming to terms with just how fragile our lives and health really are. If…

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