Check out our blog posts for Estate Planning tips, resources, and recent developments

Have a Trust? How the Corporate Transparency Act Affects You
Kerri Koen, Esq. Kerri Koen, Esq.

Have a Trust? How the Corporate Transparency Act Affects You

If you have a Trust that is a partial or full owner of a business, the business may be required to disclose certain information about your Trust in an annual report under the new Corporate Transparency Act. So how do you know if the new rule applies to you?

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Want to Grow Wealth? Warren Buffet's Unexpected Investment Advice
Kerri Koen, Esq. Kerri Koen, Esq.

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

If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. At this year’s Berkshire Hathaway annual shareholder meeting, Buffett shared several pieces of financial advice but also provided insights on the importance of personal growth and estate planning when seeking to grow wealth. While many of us may feel overwhelmed by the thought of estate planning or building our wealth, Buffett's advice reminds us of two key but simple steps we can take to create financial and generational wealth.

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Why “Just a Will” Is Never Enough
Kerri Koen, Esq. Kerri Koen, Esq.

Why “Just a Will” Is Never Enough

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need anything complicated for their estate- just a Will. But although they are a key part of your estate plan, relying on only a Will leaves huge gaps in your estate and actually guarantees that your family will need to go to court when you die.

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Create a Stronger Blended Family Through Estate Planning
Kerri Koen, Esq. Kerri Koen, Esq.

Create a Stronger Blended Family Through Estate Planning

If you have a blended family, estate planning is critical if you want your loved ones to avoid court and conflict in the event you die or become incapacitated. But planning for your blended family is also a great opportunity to strengthen your family bond through open conversations about your wishes and goals for your family and the love you have for them.

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4 Ways to Use AI to Make Life Easier for You and Your Family
Kerri Koen, Esq. Kerri Koen, Esq.

4 Ways to Use AI to Make Life Easier for You and Your Family

AI technology is here, but don’t worry, you don’t need to be a techie to make AI work for you (or fear that it will lead to a revolution of Schwarzenegger-esque cyborgs). This week, I’m exploring 4 ways you can use AI language model software to make your family’s life easier. I’ll share real-world examples of the software in use, so you can free up more time for the things and people you love.

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Leaving Your Pet in Your Will Won’t Protect Them - Do This Instead
Kerri Koen, Esq. Kerri Koen, Esq.

Leaving Your Pet in Your Will Won’t Protect Them - Do This Instead

Although it might seem foolproof to leave your pet to someone you trust through your Will, this estate planning tool alone won’t work to protect your pet from an uncertain future. Read more to learn why a Will is not the best planning tool for your pet and what you should do instead to ensure your furry, feathered, or scaly friends are cared for no matter what.

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Stephen “tWitch” Boss Dies Without a Will
Kerri Koen, Esq. Kerri Koen, Esq.

Stephen “tWitch” Boss Dies Without a Will

Stephen “tWitch” Boss, a hip-hop dancer, choreographer, and TV producer known for his role on So You Think You Can Dance and The Ellen Show, passed away suddenly on December 13, 2022. Because Boss died without a Will or Trust, Boss’ widow and three children must navigate the court system to collect his assets. Find out why this cautionary tale is relevant to everyone, not just the rich and famous.

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