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Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

by Trish Butcher | Oct 3, 2023 | Uncategorized

As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already done it. If you haven’t yet, take this as the sign that now’s the time to do it, in case the...

Have a Trust? How the Corporate Transparency Act Affects You

by Trish Butcher | Jun 20, 2023 | Uncategorized

Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate Transparency Act, set to kick in next year. If you aren’t, it’s time to get in the know because it could impact you, and if you it does,...

The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2

by Trish Butcher | Jun 13, 2023 | Uncategorized

Last week we started the discussion of why it’s so important for LGBTQ+ families to invest in custom estate planning. While major strides for LGBTQ+ rights have been made in recent years, estate planning law is still written with hetero, cisgender couples in mind,...

The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 1

by Trish Butcher | Jun 6, 2023 | Uncategorized

June is a time of celebration and reflection for the LGBTQ+ community as Pride Month shines a spotlight on the progress made in the fight for equal rights. While significant strides have been made, such as the legalization of same-gender marriage and increased...

Capturing the Stories of Aging Loved Ones: The Power of a Life & Legacy Interview

by Trish Butcher | May 30, 2023 | Uncategorized

May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us…what legacy they have left. Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years....

Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice

by Trish Butcher | May 23, 2023 | Uncategorized

If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom goes beyond picking stocks and...
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Latest Posts

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  • The Estate Planning Checklist Every Family Should Review Annually
  • Can You Put Stocks in a Trust? Tax Implications, Transfer Steps, and What Your Brokerage Requires
  • How to Talk to Your Family About Your Estate Plan

Trish Butcher

 

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