Sarah Ventris
- May 14, 2022
- 7 min
10 Common Estate Planning Mistakes Your Family Can’t Afford to Make, Part 1
To complicate matters, the recent proliferation of online estate planning document services, such as LegalZoom®, Rocket Lawyer®, and...
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Sarah Ventris
- Apr 30, 2022
- 4 min
How Creating a Life & Legacy Plan with Us Creates and Preserves Your Family's Legacy
When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left...
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Sarah Ventris
- Apr 23, 2022
- 6 min
3 Reasons Why Transferring Ownership of Your Home to Your Child Is a Bad Idea
Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child...
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Sarah Ventris
- Apr 17, 2022
- 7 min
How Naming Guardians for Your Kids in Your Will Can Leave Them at Risk
If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and...
3 views0 comments