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Trust Basics: Funding for Freedom

Posted by Lizette Sundvick | May 20, 2024 | 0 Comments

You've probably heard about the importance of setting up a trust, funding it, and avoiding probate. But what do all these terms mean, exactly? How do you “fund” a trust, and why is avoiding probate so important?  We will break down these basic Estate Planning terms and concepts in an easy-to-dig...

This Too Shall Pass: Enduring April Showers

Posted by Lizette Sundvick | Apr 19, 2024 | 0 Comments

The saying "April showers bring May flowers" means good times come after adversity. But what if April is bringing you a few too many showers? Sometimes, life comes at you all at once, and it can be hard to be positive and wait for the metaphorical May flowers to arrive when you're in the midst of one personal crisis after another. So, what do you do when April is simply a deluge, and May seems so far away?

What is Probate and How Can I Avoid It?

Posted by Lizette Sundvick | Mar 11, 2024 | 0 Comments

Do you know the impact on you and your loved ones if your estate has to go through probate or guardianship court? Probate is a legal process where the court appoints an executor to administer the estate and distribute assets. In the case of a disability, an estate can go through guardianship court, where a guardian is appointed to handle the financial affairs and healthcare decisions of the disabled person. These court processes can happen when someone doesn’t previously have a trust with their assets coordinated properly with it. They are lengthy, expensive, stressful, and...avoidable.

10 Great Ways to Celebrate Leap Day

Posted by Lizette Sundvick | Feb 11, 2024 | 0 Comments

If you've ever wished you had just one extra day to do something, now's your chance! February 29th is Leap Day, an extra day in the year you can use to catch up on a goal or have fun celebrating in a unique way. Here are some ideas of things to do on this extra day.

It’s Time for an End-Of-Year Estate Plan Review

Posted by Lizette Sundvick | Nov 19, 2023 | 0 Comments

Let’s do an end-of-year review! If it’s been a while since you’ve updated your estate plan, here is your reminder. It's a good idea to put this task in your calendar every year around this time to coincide with your other financial end-of-year tasks, like charitable donations and retirement plan contribution top-offs. That way, your estate plan is continually updated, and any life changes that have happened throughout the year can be accounted for before the next year. Remember, your estate plan is not a static document - it needs to change along with you.

Don’t Fall Prey to Scary Scams

Posted by Lizette Sundvick | Oct 22, 2023 | 0 Comments

October is Cybersecurity Awareness Month, and with all the recent hacking of major entities like MGM Resorts International, Caesars Entertainment, and the Clark County School District, it feels appropriate to discuss what you can do to keep your personal information and finances safe. Thieves are...

Why You Should Have an LLC if You Own Real Estate

Posted by Lizette Sundvick | Sep 17, 2023 | 0 Comments

It seems so natural when buying real estate that you’d put the property under your own name – after all, you are the owner. But what a lot of us don’t think about are the ramifications of having our personal information out there and the liability individual ownership creates for all our other assets. There are many reasons why putting your real estate into an LLC is a great idea to protect you and your finances. Car accidents, business deals gone wrong, and injuries on your property are just a few of the instances where insurance might not be enough protection. 

Summer: A Great Time for Estate Planning

Posted by Lizette Sundvick | Aug 13, 2023 | 0 Comments

Summer is the perfect time for barbecues, family visits, and fun vacations. With all the activity that summer brings, and the fact that you're more likely to see family, now might be the right time to discuss estate planning with loved ones and to think about your own.  You no doubt spend a lo...

Keeping Cool in the Summer Heat

Posted by Lizette Sundvick | Jul 17, 2023 | 0 Comments

I don't need to tell you that we are currently under an intense heat dome that's been keeping our summer temps extremely high for way too many days. Us Las Vegans are accustomed to surviving in the desert heat, albeit with lots of air conditioning and sunscreen. But with high utility costs, const...

Preserving Your Legacy: Why You Should Have an Ethical Will

Posted by Lizette Sundvick | Jun 06, 2023 | 0 Comments

The concept of an Ethical Will has been around since biblical times. It was a way for people to pass on their shared stories, wisdom, and blessings to the next generation. It is not a legal document like a last will and testament. Instead of laying out who will inherit the assets, it leaves a type of moral inheritance such as philosophies, memories, life lessons, and wishes for loved ones and future generations. It can be as simple as a letter written to one’s children and grandchildren, or it can be a longer personal history. Read on to learn more about what Ethical Wills are, why you should write one, and what to include in yours.

Estate Planning for Heroes

Posted by Lizette Sundvick | May 25, 2023 | 0 Comments

Memorial Day honors our nation’s heroes who have made the ultimate sacrifice. As we cherish the legacies they leave behind, it can serve as a reminder that all of us have legacies to leave our loved ones and communities. For military service members, risking their lives for their country is part of the job, which makes it that much more important that they have an Estate Plan in place to protect themselves, their families, and to leave a legacy of their own design.

Don't Let Your Estate Become an Easter Egg Hunt

Posted by Lizette Sundvick | Mar 31, 2023 | 0 Comments

Easter Egg Hunts are a delight for kids, searching high and low for those candy-filled eggs. Setting up these scavenger hunts for your children is a beautiful pastime. However, what parents should want to avoid are these types of scavenger hunts later in life, making their children search everywhere for estate planning documents during a time of grief. Here are some tips on how to avoid a "hunt" for important documentation and take some of the strain out of a difficult situation.

Business Owners Through the Generations: Estate Planning and You

Posted by Lizette Sundvick | Feb 05, 2023 | 0 Comments

Estate Planning is never static; it grows and changes along with you. When you're a business owner, it adds another level of complexity that you need to maintain to ensure everything with you and your business remains up to date. Depending on where you are in your life journey (and the life of your business), there are certain Estate Planning elements you should be aware of and questions you should ask yourself along the way. 

Navigating the Holidays With Your Spouse

Posted by Lizette Sundvick | Nov 21, 2022 | 0 Comments

The busyness and stress over the holiday season can easily disrupt intimacy in marriages. To avoid letting the crazy calendar, expenses, and relatives get you bickering with each other, we've compiled a quick list of tips to help you get through the holidays with a thankful heart and a strong uni...

The Top 10 Reasons to Do Values-Based Estate Planning

Posted by Lizette Sundvick | Oct 20, 2022 | 0 Comments

Estate planning is not just for the wealthy. People of all ages and all income brackets should have an estate plan. Unfortunately, less than 50% of adults in the US have created a will or set up a trust. We're here to change that. We've compiled the top ten reasons why YOU should have an estate p...

10 Ways to Create the Perfect Staycation

Posted by Lizette Sundvick | Aug 11, 2022 | 0 Comments

When’s the last time you took a vacation? There’s a ton of research showing that taking time off is really important for your well-being, lowering rates of heart disease and reducing stress, depression, and anxiety. But what if you need a vacation and can’t get out of the city because of things like budget concerns or conflicting schedules? The average travel budget is around $323 per person, per day! Let’s save that cash and travel time and get the benefits of a vacation without ever leaving home. Here are some ways to create that “getting away” feeling within your house and hometown.

Discussing Estate Planning With Your Father

Posted by Lizette Sundvick | Jun 14, 2022 | 0 Comments

Over the years, he's done so much for you and shared his wisdom (whether you wanted to hear it or not). For Father's Day, this can be your time to give something back to your elderly father: help with developing an estate plan. You can't give him a completed estate plan, but you can gift him yo...

The Gift of Gratitude for Mother’s Day

Posted by Lizette Sundvick | May 05, 2022 | 0 Comments

What if, tucked in an envelope on top of the usual box of chocolates you give to your mother this Mother’s Day, was something that would make this year’s holiday truly remarkable and bring you even closer together? It wouldn’t cost any money, just your time and a tap into your memory and emotions. I’m talking about a letter, written by you, to express thanks to your mom. It’s a gesture that is sure to be a highlight of all her Mother’s Day holidays.

10 Tips to Becoming Organized and Staying Organized

Posted by Lizette Sundvick | Apr 05, 2022 | 0 Comments

Being organized is not only the state of your house but your state of mind. The benefits to becoming more organized in your life are significant: less stress, peace of mind, more confidence, items are in their place, time and money are saved, and more connection with friends and family. We’ve compiled a list of tips to help you become organized and remain organized in your home and in your life in general.

Estate Planning: Your Ultimate Love Letter

Posted by Lizette Sundvick | Feb 13, 2022 | 0 Comments

Did you know one of the best ways to say "I love you" isn't used by more than two-thirds of Americans? It's something all of us should do, no matter our circumstances, yet most of us don't; sometimes it's just a matter of procrastination, or perhaps it's because we don't think we need to do it (a...

10 Fun New Christmas Eve Traditions to Try This Year

Posted by Lizette Sundvick | Dec 12, 2021 | 0 Comments

What kind of activities are on your holiday bucket list for Christmas Eve? You know, the traditions you partake in every year. They might include hanging up your stockings, tracking Santa, or opening one gift (or two...or three!). Has it been a while since you've added something new to the list? We've compiled some fun and simple things you can do with loved ones on Christmas Eve to add a new tradition to the list and spend some quality family time together.

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