2019 is fast approaching. As we all prepare for the holidays and a new year, it is important that...
How Often Do You Update Your Estate Plan? More Often Than Your Resume?
A resume is a “snapshot” of your experience, skill set, and education which provides prospective...
Big “Life Changes” Often Mean Big “Estate Plan Changes”
Many people who put together an estate plan do so when they start a family - assuming they put an...
Passing Along a Benefit, Not a Burden: Why Incapacity Planning for Business Owners is an Indispensable Component of Your Plan
Most business owners have their estate planning prepared because they are worried about what will...
Stress Test Your Estate Plan
So, you’ve done the hard work of establishing an estate plan. That’s a great start. However, you...
Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, Too
If you want to leave a robust financial legacy for your family, a financial plan alone is like...
What Estate Planning Means for You
Estate planning is important for everyone regardless of wealth or family status because if you...
Your Fall “Legal Affairs” Checklist
With the fall season upon us, it’s an excellent time to review your affairs. Below is a checklist...
Digital Afterlife: An Estate Plan for Your Facebook Account
Did you ever wonder what happens to your digital footprint when you pass away? Well you should,...
Trusts – The Swiss Army Knife of Estate Planning
To the general public, a trust may seem like an advanced tool only for the wealthiest among us....