October 23, 2024Asset Sale, Beneficiaries, Estate Plan, Estate Planning Steps, Major Life Changes How to Update Your Estate Plan After Major Life Changes Estate plans are essential in protecting your assets and ensuring your wishes are honored. However, life doesn’t stand still, and...
August 2, 2024Asset Protection, Estate Plan, Estate Planning, Wills Estate Planning 101: Essential Documents Every Senior Should Have Estate planning is crucial for seniors to ensure their wishes are honored and their assets are managed appropriately. A comprehensive...
October 24, 2018Estate Plan, Estate Planning Some Common Estate Planning Mistakes to Avoid Creating an estate plan can seem to many like an unpleasant chore. Reminders of a person's mortality are rarely enjoyable,...
September 2, 2016Estate Plan, Wills How Often Should You Update Your Will or Estate Plan? You should update your estate plan every 3-5 years on average. This should take place sooner if you experience significant life-changing...
July 26, 2016Estate Plan, Estate Planning 6 Events Which May Require a Change in Your Estate Plan Creating a Will is not a one-time event. You should review your Will periodically, to ensure it is up...
December 2, 2015Estate Plan, Estate Planning Top 5 Problems With Your Estate Plan What are some unexpected problems that may arise when you leave money to your family upon your death? Heirs recklessly...