Articles
Articles of Interest
No Matter Your Stage of Life, You Need an Estate Plan
"There are many common misconceptions surrounding the topic of estate planning. For example, many people believe that estate planning just means having a will. Others think that estate planning is only a concern for retirees or those over age 55. The truth is,...
Celebrity Estates Remind Us to Take Care of Business
Celebrity estates continue to be a cautionary tale for us all! Even if you don't have millions at stake, for the sake of your loved ones, get your plans in place! Aretha Franklin’s Estate Still Unsettled as Executor Resigns
New Spending Package Includes Sweeping Retirement Plan Changes
Thrivent Financial Arbors Group Melissa Knippa, ChFC®, CLU®, RICP® Wealth Advisor 3309 Slaughter Lane West Austin, TX 78748 512-892-4875 melissa.knippa@thrivent.com connect.thrivent.com/melissa-knippa/ Thank you to our friends Thrivent Financial for sharing this...
Reducing What You Own
"Losing your last surviving parent is hard enough. But being the arbiter of which of your parents’ and grandparents’ treasures get saved and which end up sold, donated, or in a landfill? gut-wrenching. The lesson we have learned from this experience? Most of the stuff...
Do You Have a Medical Directive?
A Medical or Health Care Directive is an essential component of your estate plan. But what exactly is a [medical] directive? "It is a legal document in which an individual specifies their decisions for caregivers in the event of illness or dementia and directs end of...
2020 Estate Planning Resolutions
Is Estate Planning on your New Year's Resolution radar? Here are some things to think about: Estate Planning New Year’s Resolutions: Resolve To Plan Better
Obtaining A Credit Report of a Deceased Person
As the spouse or family member of a deceased person or an executor of an estate, you may need to obtain the credit report of a deceased person. This article breaks down the process: How do I obtain a credit report for a deceased person?
Don’t Put off Your Estate Planning
We recently spoke with someone who is experiencing the unexpected death of a family member who had no estate plan in place. They are understandably overwhelmed and unsure of what to do next. We encourage you to plan for the unexpected and not leave your loved ones in...
Estate Planning: What’s Next?
"Congratulations! You’ve been meaning to create an estate plan for a long time — and now you finally have a health care advance directive, a durable power of attorney, a will and maybe even a revocable trust. You’ve accomplished something important for you and your...
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Estate Planning
There are many moving parts with Estate Planning, and our team will help you confidently navigate the process. We will expertly guide you through the process and show you every rock in the river along the way.
Probate of Estates
Probate is the legal process of distributing the assets and estate of a deceased person. This includes resolving all probate property issues like taxes, insurance, title, and paying creditors for any outstanding money owed by the deceased.
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