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Why Title Matters

Posted by Michelle Tupper Butler | Mar 19, 2026 | 0 Comments

Real estate can be owned in several different ways. The form of ownership, or how your property is titled, can determine how much control you have over it, how vulnerable your property is to creditor claims and lawsuits, and what will happen to it at your death.

How to Own Your Real Estate

Posted by Michelle Tupper Butler | Mar 11, 2026 | 0 Comments

Your real estate encompasses not only your primary residence but also any vacation homes, rental properties, or even vacant land you may own. The ideal form of ownership varies depending on the type of property and your individual circumstances.   Your Primary Residence How you own your prima...

What Is an Inheritor’s Trust?

Posted by Michelle Tupper Butler | Jan 28, 2026 | 0 Comments

If you are expecting an inheritance, an estate planning tool known as a trust may prove useful, depending on your circumstances. Among the numerous types of trusts aimed at fulfilling different estate planning purposes, an inheritor's trust is specially designed to help protect an inheritance. Pu...

Planning Tips for the New Year, Continued

Posted by Michelle Tupper Butler | Jan 07, 2026 | 0 Comments

Here are some additional planning tips to bring you peace of mind in the new year. Review your asset allocation. The start of the new year is an excellent time to reassess your investment portfolio to make sure your asset allocation is where it should be to accomplish your investment goals. Add...

Planning Tips for the New Year

Posted by Michelle Tupper Butler | Dec 31, 2025 | 0 Comments

It's impossible to predict what the new year has in store for us. However, if you follow some (or all) of these tips, 2026 should bring you greater peace of mind. Update your estate plan. We've said it before, but as an estate planning firm dedicated to making sure your plan continues to address ...

Passing Along a Benefit, Not a Burden

Posted by Michelle Tupper Butler | Dec 17, 2025 | 0 Comments

Why Planning for Absence and Incapacity Is Indispensable for Business Owners As a business owner, you have likely considered establishing an estate plan to ensure your company's continued success after your passing. However, comprehensive estate planning also addresses what will happen if you bec...

Retirement Planning for Business Owners

Posted by Michelle Tupper Butler | Dec 10, 2025 | 0 Comments

Many employees save for retirement by participating in their employer's 401(k) plan and maybe even opening an individual retirement account (IRA) or Roth IRA for additional savings. As a business owner, planning for retirement requires more effort, foresight, and strategy. In addition to navigati...

Stress Test Your Estate Plan

Posted by Michelle Tupper Butler | Nov 26, 2025 | 0 Comments

Creating an estate plan is a huge accomplishment. However, your work is not done when the documents have been signed. You must still ensure that the chosen strategy gives you peace of mind and protects the legacy you have worked so hard to build. An estate plan is not static; it is a living tool ...

Need to Update Your Estate Plan?

Posted by Michelle Tupper Butler | Nov 13, 2025 | 0 Comments

Yes, You Do. Here Is Why: Since creating your estate plan, have you thought about updating it? If you are like most people, probably not. However, the carefully thought-out plan you created years ago may not meet your current goals or family circumstances. To put things in perspective, consider ...

New Baby?

Posted by Michelle Tupper Butler | Oct 29, 2025 | 0 Comments

Time to Create Your Estate Plan Have you just welcomed a baby to the family? Protecting your newborn goes beyond car seats and babyproofing. Ensure that your child is protected no matter what life brings by creating an estate plan. Establishing an estate plan is one to-do task that many people pu...

Do It Now.

Posted by Michelle Tupper Butler | Oct 08, 2025 | 0 Comments

Name a Guardian for Your Minor Children It is a topic no parent wants to think about: What would happen to your children if you were gone? However, facing this question is one of the most loving and powerful things you can do for your kids. If you take no steps to legally nominate a guardian for ...

Do I need a Will or a Trust?

Posted by Michelle Tupper Butler | Oct 03, 2025 | 0 Comments

Yes, everyone needs a will, a trust, or both. These important tools ensure that your legacy will be carried out according to your wishes and allow you to provide for loved ones after your passing. A properly prepared trust can also help avoid probate, which is a lengthy, public, and often expensi...

3 Simple Ways to Avoid Probate Costs

Posted by Michelle Tupper Butler | Aug 28, 2025 | 0 Comments

The bad news: When a person dies owning property in their sole name without a beneficiary, their loved ones will have to go through a court-supervised process called probate to transfer the property out of the deceased person's name and into the name of intended beneficiaries or heirs at law. Goi...

Nosy Neighbor Nellie!

Posted by Michelle Tupper Butler | Aug 20, 2025 | 0 Comments

Most people think of probate (the process of collecting, managing, and distributing a deceased person's money and property) as a private process. However, because probate involves the court system, most filings become a matter of public record. That means your nosy neighbor Nellie can simply go t...

Happy 18th Birthday!

Posted by Michelle Tupper Butler | Aug 06, 2025 | 0 Comments

Congratulations! You are now considered a legal adult. Aside from purchasing alcohol, there is now very little you cannot legally do. Even though you may not feel any different, from a legal standpoint, a lot has changed. When you were a minor (under the age of 18), your parents were considered y...

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