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...
by Leah Kienholz-Kerr | Jun 10, 2019 | Uncategorized
0In all parts of the country, services such as Airbnb have grown in popularity over the past few years. Indeed, these alternatives to hotel stays are popular among homeowners and vacationers alike. If you have a home or other rental property that is generating income,...
by Leah Kienholz-Kerr | Jun 4, 2019 | Uncategorized
0It’s that time of year – the time for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons. While this is a joyous time for everyone, it’s also time for you and your new spouse to plan for your future – for richer or for...
