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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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  • 5 Ways Online Estate Planning Fail & Leave Your Family At Risk—Part 2
    • Post author:Sotera Anderson
    • Post published:January 24, 2022

    5 Ways Online Estate Planning Fail & Leave Your Family At Risk—Part 2

    Do a Google search for “digital wills” or “ online estate planning ,” and you’ll find dozens of different websites offering low-cost, do-it-yourself (DIY) and sometimes even free estate planning…

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  • 5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 1
    • Post author:Sotera Anderson
    • Post published:January 18, 2022

    5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 1

    Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost, do-it-yourself (DIY estate plans ) and sometimes even free estate…

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  • One of The Greatest Gifts To Your Family Is The Plan For Incapacity
    • Post author:Sotera Anderson
    • Post published:January 10, 2022

    One of The Greatest Gifts To Your Family Is The Plan For Incapacity

    When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff when they die. Although that thought is not…

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