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Young Adult Estate Planning
Read moreOld Enough to Vote? Old Enough to do Estate Planning If you are a young adult, you need estate planning. Yes, I am talking to you, high school graduate. You see, when you turned eighteen, you became an adult. And as an adult, you are now responsible for making your own decisions. So, you need […]
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Power of Attorney for Young Adults
Read moreHappy 18th Birthday! Now What? Congratulations! You are now considered a legal adult. Aside from purchasing alcohol, there is now very little you cannot legally do. Even though you may not feel any different, from a legal standpoint, a lot has changed. And one of those is that you need a power of attorney for […]
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BUSINESS OWNER RETIREMENT PLANNING
Read moreBusiness Owner Retirement Planning What Every Business Owner Needs to Know Are you business owner? Do you know what will happen to your business when you retire? When you become disabled? Or when you die? You need business owner retirement planning in place. In this month’s webinar, Kristen Mackintosh, The Happy Lawyer talks about the […]
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Retirement Planning for Business Owners
Read moreRetirement Planning for Business Owners Yes, if you own a business, you need to look into retirement planning for business owners. For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan. And, perhaps opening an IRA for some extra savings. But, when you’re the owner of a […]
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Business Owner Incapacity Planning
Read moreBusiness Owner Incapacity Planning Passing Along a Benefit, Not a Burden Why is incapacity planning for business owners an indispensable component of your business and estate plan? Most business owners have their estate planning prepared because they are worried about what will happen to their business after they are dead. However, have you ever thought […]
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Let’s Talk Estate Planning
Read moreLet’s Talk Estate Planning Let’s talk estate planning. Preparing for a successful transfer of wealth to your loved ones begins with a comprehensive estate plan. However, many of us often overlook the crucial part of communicating our estate plan to family and heirs. You may have a thorough and up-to-date estate plan. However, your family […]
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Undue Influence
Read moreWhat is Undue Influence? What exactly is undue influence? Undue Influence is when someone pressures another to act not of their own free will. Instead, a person is coerced, or forced, into taking a certain action. Undue influence often arises when a friend family member falls ill. For example, mom is diagnosed with cancer. Her then boyfriend […]
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How to Stress Test Your Estate Plan
Read moreHow to Stress Test Your Estate Plan I don’t know about you but I hate being stresssed. I guess it’s because I’m a control freak. I know I’m not alone here. But, one thing I, and you, too, can control is alleviating stress when you die. How? By learning how to stress test your estate […]
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Steps to Reduce Stress Through Estate Planning
Read moreSteps to Reduce Estate Planning Stress I don’t know about you, but I sometimes find life stressful. Ok, let’s be honest here, I often find life to be stressful. A lot of my stress comes from not being in control. When I can’t control what is going on in my life, I become anxious. Anxiety […]
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January Webinar
Read moreWalking Through The Winter Wonderland of Estate Planning Avoiding Estate Planning Mistakes Be sure and contact us with any questions about estate planning or if you need an estate plan completed. Like The Happy Lawyer’s youtube channel to discover when new videos are posted.