by Leah Kienholz-Kerr | Dec 27, 2019 | Uncategorized
0Are you feeling bogged down in a swamp of clutter, deadlines, and incomplete tasks? As we draw closer to the end of the year, make it your goal to do a few simple things over the course of a day or two that will result in increased productivity and peace of mind for...
by Leah Kienholz-Kerr | Dec 16, 2019 | Uncategorized
0While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand that how the money is classified will directly affect your estate planning. Accordingly, the intent behind the transfer of the money...
by Leah Kienholz-Kerr | Nov 25, 2019 | Uncategorized
0 While everyone is celebrating during this holiday season, the manner of these celebrations can vary based on differing family traditions, religions, and geographic regions. Estate planning is no different—protecting your family’s future must be customized to fit...
by Leah Kienholz-Kerr | Oct 22, 2019 | Uncategorized
0More than half of Americans, an estimated 56%, do not have an estate plan in place, making estate planning a critically overlooked component of financial wellness. This creates hardship, financial or otherwise, that can be diminished by advanced planning. National...
by Leah Kienholz-Kerr | Oct 18, 2019 | Uncategorized
0There are 3.3 million dogs housed in animal shelters each year. You can celebrate Adopt-a-Dog Month this October by adopting a homeless dog, providing it with a home, and gaining years of joy and companionship. But whether you are planning to adopt a new pet or...
by Leah Kienholz-Kerr | Sep 13, 2019 | Uncategorized
0During the home buying process, you worked with a lot of individuals: your realtor, the seller’s realtor, the title company, the loan officer, and the home inspector. Now that you have finalized the purchase of your house, there is one more expert you need to call:...
by Leah Kienholz-Kerr | Aug 20, 2019 | Uncategorized
0Congratulations! 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. When you were a minor (under the age of 18),...
by Leah Kienholz-Kerr | Jul 17, 2019 | Uncategorized
0A dream without a plan is simply a wish. Estate planning is not just about death and taxes — it puts you in the driver’s seat of your financial life, allowing you to set achievable goals. It is a great opportunity to focus on the legacy you want to leave behind...
by Leah Kienholz-Kerr | Jul 3, 2019 | Uncategorized
0No matter the time of year, it is always a good opportunity for members of the military and their loved ones to consider setting up — or revising an existing —estate plan. Military families need to consider special estate-planning issues that others do not. This is...
by Leah Kienholz-Kerr | Jun 28, 2019 | Uncategorized
0Consider this story. Beth’s divorce from her husband was recently finalized. Her most valuable assets are her retirement plan at work and her life insurance policy. She updated the beneficiary designations on both to be her two minor children. She did not want her...
