Estate Planning

01. 12

2025

By Judy S. Mock Estate Planning No Comments

Winter Storm Season Means Double-Checking Your Estate Plan

With severe weather striking more often across the country, now is the perfect time to think about preparedness beyond flashlights and water. From blizzards, floods, and wildfires to tornadoes and tropical storms, disasters can strike quickly, forcing families to react swiftly. While most people focus on physical safety, many overlook a crucial aspect of planning: […]

24. 11

2025

By Judy S. Mock Estate Planning No Comments

Why Your Younger Years Are the Best Time to Consider Life Insurance in Your Estate Plan

When you’re in your 20s or 30s, “estate planning” might sound like something only for the wealthy or much older generations. However, including life insurance as part of your comprehensive estate plan during your younger years is one of the smartest financial decisions you can make. It’s not just about planning for the distant future; […]

18. 11

2025

By Judy S. Mock Estate Planning No Comments

Family Business Succession: When One Child Wants It, and the Other Doesn’t – How to Make it Fair

For many families, a family business is more than just an enterprise; it’s a legacy built on hard work and shared dreams. But when it comes time to pass the torch to the next generation, a common and often painful dilemma arises: what if one child wants to take over the business, and the other […]

10. 11

2025

By Judy S. Mock Estate Planning No Comments

Corporate Stock in Your Estate Plan: Ensuring Proper Transfer and Protection

For many individuals, corporate stock represents a significant portion of their wealth. Whether you own shares in a publicly traded company, privately held family business stock, or employee stock options, these assets require careful estate planning consideration. Simply listing “stocks” in your will isn’t enough to ensure these valuable assets transfer smoothly to your chosen […]

04. 11

2025

By Judy S. Mock Estate Planning No Comments

Buy-Sell Agreements: The Unsung Hero of Business Planning

You’ve poured your heart and soul into your business, but have you considered what would happen if you or your partner were suddenly unable to continue? I’ve seen too many thriving businesses falter when faced with unexpected transitions. That’s where a buy-sell agreement comes in – it’s the safety net you hope you’ll never need […]

28. 10

2025

By Judy S. Mock Estate Planning No Comments

What You Need to Know About the “One Big Beautiful Bill”

The One Big Beautiful Bill (OBBB), signed into law in early July, represents one of the most comprehensive pieces of federal legislation we’ve seen in years. It combines tax changes with significant reforms to public benefits programs, particularly Medicaid. While the bill’s full impact will unfold over time, it’s clear that older adults, individuals with […]

Winter Storm Season Means Double-Checking Your Estate Plan

Why Your Younger Years Are the Best Time to Consider Life Insurance in Your Estate Plan

Family Business Succession: When One Child Wants It, and the Other Doesn’t – How to Make it Fair

Corporate Stock in Your Estate Plan: Ensuring Proper Transfer and Protection

Buy-Sell Agreements: The Unsung Hero of Business Planning

What You Need to Know About the “One Big Beautiful Bill”

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