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Estate Planning: An Investment in Your Family’s Future

Estate Planning: An Investment in Your Family’s Future

by kkpatton | Oct 20, 2022 | Asset Protection, Estate Planning, Probate

77% of American adults recognize the importance of estate planning, and yet 67% of Americans don’t have a plan in place. The #1 reason why so many adults fail to get their affairs in order is simple: they just haven’t found the time to get around to it. However,...
The 5 Essential Estate Planning Documents that Everyone (Yes, Even You) Needs

The 5 Essential Estate Planning Documents that Everyone (Yes, Even You) Needs

by kkpatton | Aug 31, 2022 | Estate Planning

Estate planning isn’t just for the very wealthy or the very old. Estate planning is a very important process for everyone to participate in—regardless of age or financial status. It allows you to plan for what will happen to your minor children and hard-earned assets...
Estate Planning Glossary: An Overview of Terms & Concepts

Estate Planning Glossary: An Overview of Terms & Concepts

by kkpatton | Aug 23, 2022 | Estate Planning

Estate planning can be a daunting task. Not only does the process force you to consider what will happen after you pass away, but it can also be a confusing undertaking as well. What does “per stirpes” mean? Is there a difference between a grantor and a testatrix?...
Beneficiary Designations: What They Are and When to Use Them

Beneficiary Designations: What They Are and When to Use Them

by kkpatton | Jul 18, 2022 | Asset Protection, Estate Planning

An overwhelming 2 out of 3 Americans do not have an estate plan in place. They have not drafted a Will or Trust. They don’t have a Power of Attorney or Advance Directive for Health Care in place. And many are unaware that they can utilize something called “beneficiary...
This is So Unfair: Let’s Talk About Unequal Inheritance

This is So Unfair: Let’s Talk About Unequal Inheritance

by kkpatton | Jul 4, 2022 | Estate Planning

For many individuals, the act of estate planning is a powerful reminder that our property and financial assets will not follow us to the afterlife. Once we start thinking about who should inherit the assets we leave behind, it is not uncommon for questions about...
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