Troy C. KieferChoosing beneficiaries for your financial accounts, like retirement funds, life insurance, and bank accounts, seems simple, but mistakes can lead to serious problems. One common pitfall is failing to update your beneficiaries. Troy C. Kiefer
Kurt R. BachmanThe process of planning with a client for long-term care, asset preservation, and estate planning has revealed many regularly recurring elder law issues that are common among many clients.Kurt R. Bachman
Tony B. MannsChoosing the right personal representative—also known as the “executor”—is a crucial decision in estate planning when writing your Last Will & Testament. A personal representative manages a person’s assets after they die. The person selected should be trustworthy, organized, and financially literate.Tony B. Manns
Kurt R. BachmanOne major area that clients often fail to address, which creates major difficulties for family members at death, is planning for and documenting digital assetsKurt R. Bachman
Ryan M. GardnerWhen thinking about estate planning, it may seem confusing to determine what documents should be prepared. But the truth is, with the assistance of an elder law attorney it’s quite simple.Ryan M. Gardner
Tony B. MannsMany small business owners are great at building and growing a business. As we age, it becomes increasingly important to prepare for retirement and the transition of the business to other partners or family members. Small businesses must be prepared for retirements or the sudden death or illness of leadership. Tony B. Manns
Kurt R. BachmanEstate planning is often a struggle between giving up control and receiving tax savings or other long-term benefits.Kurt R. Bachman
Janell M. SprinkleThere are many ways to include charitable giving in your estate plan.Janell M. Sprinkle
Heidi AdairThe best way to start working on your estate plan is to make an appointment with an estate planning attorney. As part of your preparation for your upcoming appointment, the attorney may provide you with a questionnaire that asks you about your assets and your family.Heidi Adair
Jesica L. ThorsonIt’s never too early or too late to begin the process of financial and estate planning.Jesica L. Thorson