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...
by Leah Kienholz-Kerr | May 20, 2019 | Uncategorized
0The best time to share your family history with loved ones is right now, before the memories are forgotten. The coming holiday season is a great opportunity to reminisce because you’ll probably have your loved ones nearby. While you can always pull aside children and...
by Leah Kienholz-Kerr | May 14, 2019 | Uncategorized
0As a new mother, you naturally want to ensure your new baby’s future in every way. For many new mothers, infancy is a time for celebrating new life, and making a will is the last thing on their minds. For others, the process of bringing new life into the world sparks...
by Leah Kienholz-Kerr | May 6, 2019 | Uncategorized
0Does My Estate Plan Need to Include My Vacation Property? Yes! If you own a vacation home, timeshare, investment property, or any other asset outside of the state where you are domiciled you must make sure it’s included in your estate plan. If you fail to include...
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...
