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13 Estate Planning Terms You Need to Know

13 Estate Planning Terms You Need to Know

Thirteen Estate Planning Terms You Need to Know Estate planning—it is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do. Estate planning can help you accomplish any number of goals, including appointing guardians for minor children, choosing healthcare

“Passing Values Through Generations With Family Legacy Trusts”

We are fans of giving credit where credit is due when we come across something fantastic. Last week Jerimy (owner and name partner here at Jerimy Kirschner and Associates) found an incredible article by Karen Hube called “Passing Values Through Generations with Family Legacy Trusts.” If you’d prefer appreciate the author on their server, please

Niche Estate Plans: Your Trust Can Be As Unique As You

Each and every person in this state, in this county, and on this planet is different. We are not carbon copies of each other! Since we are all individuals with unique ideas, hopes, and dreams, why should your estate plan be the same stale, repetitive plan that your neighbor has? It shouldn’t be! And we

Estate Planning – It’s Cheaper Than You Think

More Americans than ever before are learning the importance estate planning, yet only about half of Americans have any type of estate planning in place.  Many identify cost or plain discomfort as the reason for avoiding estate planning.  Of those identifying cost, an increasing number have turned to cheap “do it yourself” estate planning they

Estates of the Rich and Famous: What Not to Do

Celebrities! They are just like us, even when it comes to Estate Planning. It seems shocking that so many big names in Hollywood repeatedly fail to have estate planning documents prepared. The rich and famous have massive estate so you would think they have the money and resources to allocate air tight estate planning. And

Why You Really Need To Update Your Estate Planning

If you already have an Estate Plan, you’re our kind of people! You’re on top of things and are more prepared than the vast majority of Americans. Unfortunately, Estate Planning is not a one and done type of situation; Estate planning is an ongoing process.  Frankly, it should be a once every few years process.

Debunking Estate Planning

Most people have heard of a Will, a Power of Attorney, or a Trust. I love the fact that these documents have become common knowledge and household terms but it’s so frustrating when so many people think Estate Planning isn’t necessary for them; estate planning is for other people, like the elderly and the rich!

Covid-19 resources for Clark County, Washington small businesses

Small business owners are going through financial hardship as a result of the lock-downs or may experience hardship as the shutdown continues. Understand that you are not alone and there are resources available to you. The Small Business Administration is extending disaster relief loans to eligible business in Clark County to help small business make