by Leah Kienholz-Kerr | Apr 20, 2020 | Uncategorized
0Your money, home, and vehicles are not the only things you should include in your estate plan. Your intellectual property and any income it generates should also be addressed. You do not have to be a famous author, painter, or inventor to have valuable intellectual...
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
0 Big “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...
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...