Posted by
Michelle Tupper Butler |
Apr 23, 2026
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According to the College Board, the average tuition and fees for the 2025–2026 academic year are $11,950 for a four-year in-state public institution; $31,880 for a four-year out-of-state public institution; $45,000 for a four-year nonprofit private institution; and $4,150 for a two-year public in...
Posted by
Michelle Tupper Butler |
Mar 19, 2026
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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.
Posted by
Michelle Tupper Butler |
Mar 11, 2026
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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...
Posted by
Michelle Tupper Butler |
Feb 24, 2026
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Facing a chronic or terminal illness diagnosis is overwhelming. We are here to help you reclaim control by assisting you in carefully crafting or revising your estate plan. These efforts will not only ensure that your intentions are carried out but also help lighten the load on your loved ones.
Posted by
Michelle Tupper Butler |
Feb 06, 2026
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Receiving news that you need major surgery is never easy. Preparing for work absences, planning for childcare and household responsibilities, and understanding the procedure itself and your recovery timeline may be among the things you are worried about. If you have only a short time (weeks or da...
Posted by
Michelle Tupper Butler |
Jan 28, 2026
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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...
Posted by
Michelle Tupper Butler |
Jan 14, 2026
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Receiving an inheritance can be a meaningful and transformative experience, but it can also create challenges if not handled thoughtfully. Without a clear plan, an inheritor may struggle to manage newly acquired assets, face creditor or tax issues, or lack the financial experience needed to prese...
Posted by
Michelle Tupper Butler |
Jan 07, 2026
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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...
Posted by
Michelle Tupper Butler |
Dec 31, 2025
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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 ...
Posted by
Michelle Tupper Butler |
Dec 17, 2025
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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...
Posted by
Michelle Tupper Butler |
Dec 10, 2025
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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...
Posted by
Michelle Tupper Butler |
Dec 03, 2025
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Your estate plan is one of the most important sets of legal tools you will ever create. An estate plan is designed to protect you, your loved ones, and your money and property. It can minimize taxes and fees and ensure that your loved ones are taken care of. Depending on the estate planning tools...
Posted by
Michelle Tupper Butler |
Nov 26, 2025
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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 ...
Posted by
Michelle Tupper Butler |
Nov 19, 2025
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Your estate plan is one of the most important sets of legal tools you will ever create. An estate plan is designed to protect you, your loved ones, and your money and property. It can minimize taxes and fees and ensure that your loved ones are taken care of. Depending on the estate planning tools...
Posted by
Michelle Tupper Butler |
Nov 13, 2025
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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 ...
Posted by
Michelle Tupper Butler |
Oct 29, 2025
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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...
Posted by
Michelle Tupper Butler |
Oct 22, 2025
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Parents generally try to treat all their children fairly. We often assume that fairness means leaving an equal inheritance to each child. However, “fair” does not always mean “equal.” A thoughtful estate plan considers each child's unique circumstances to create distributions that truly support t...
Posted by
Michelle Tupper Butler |
Oct 08, 2025
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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 ...
Posted by
Michelle Tupper Butler |
Oct 03, 2025
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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...
Posted by
Michelle Tupper Butler |
Sep 24, 2025
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Estate planning often feels complex, leading many people to rely on assumptions that can have devastating consequences for their loved ones and their legacy. From who can make decisions for you to whether you need an estate plan, common myths can stand between you and a secure future. Let's debun...
Posted by
Michelle Tupper Butler |
Sep 18, 2025
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Many people believe that a simple will is all they need to accomplish their goals for the future. However, a flawed estate plan can create just as many headaches, heartaches, and expenses for your loved ones as having no plan. Life changes, laws evolve, and even the best intentions can fall short...
Posted by
Michelle Tupper Butler |
Aug 28, 2025
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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...
Posted by
Michelle Tupper Butler |
Aug 20, 2025
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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...
Posted by
Michelle Tupper Butler |
Aug 13, 2025
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A revocable living trust can serve as a valuable estate planning tool to help ensure that your finances remain well managed if you become incapacitated (unable to manage your affairs while you are alive) and to provide future financial security for your loved ones upon your passing. However, mere...
Posted by
Michelle Tupper Butler |
Aug 06, 2025
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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...