by Leah Kienholz-Kerr | Apr 17, 2019 | Uncategorized
0If you are recently married or have been married and are acquiring additional assets, know that you have options when it comes to how the property will be titled. And, although joint tenancy seems like an easy and convenient choice, it may not work as well as you...
by Leah Kienholz-Kerr | Apr 8, 2019 | Uncategorized
0Estate plans are almost magical: They allow you to maintain control of your assets, yet protect you should you become incapacitated. They take care of your family and pets. And, if carefully crafted, they reduce fees, taxes, stress, and time delays. Estate plans can...
by Leah Kienholz-Kerr | Mar 29, 2019 | Uncategorized
0Four Estate and Legacy Planning Tips for the Suddenly Wealthy Suddenly coming into money can be both a blessing and a curse. Whether you just signed a multiyear, multimillion dollar employment contract, received a significant inheritance, expect a large check from a...
by Leah Kienholz-Kerr | Mar 20, 2019 | Uncategorized
0Five words no one ever wants to hear from their doctor: “Get your affairs in order.” Unfortunately, 58 percent of Americans do not have a will or trust, and it often requires a chronic disease or terminal illness diagnosis, or other life-changing event to prompt the...
by Leah Kienholz-Kerr | Mar 13, 2019 | Uncategorized
0A scary health diagnosis can be emotionally and logistically challenging for many reasons. For instance, how can you take care of your family if you’re physically incapacitated? In addition to working closely with your medical providers, consider these three legal...
by Leah Kienholz-Kerr | Feb 25, 2019 | Uncategorized
0Shocking to most people, the retirement account you leave for your spouse can be seized in a divorce, lawsuit, or bankruptcy. 3 Options Available To Surviving Spouses When your surviving spouse inherits your IRA, he or she generally has three options: Cash out the...
by Leah Kienholz-Kerr | Feb 18, 2019 | Uncategorized
0Estate Planning Myths- 1) Myth: My spouse can make all of my healthcare and financial decisions because he/she is my spouse. Reality: This is not always the case. To make sure your spouse can indeed make important medical decisions on your behalf, you should sign a...
by Leah Kienholz-Kerr | Feb 11, 2019 | Uncategorized
0Big “Life Changes” Often Mean Big “Estate Plan Changes” Many people who put together an estate plan do so when they start a family – assuming they put an estate plan together at all during their lifetime. While putting an estate plan together is a good thing to...
by Leah Kienholz-Kerr | Feb 5, 2019 | Uncategorized
0Whether you own a little or a lot, the last thing you want to do to your loved ones is leave a bureaucratic mess after you pass away or become incapacitated. Aside from mourning your passing or a significant deterioration in your health, this will cause the family...
by Leah Kienholz-Kerr | Jan 30, 2019 | Uncategorized
0Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you are gone. For this reason, it is critical to hire an attorney with good knowledge of estate planning and how to use the tools available to create...
