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Estate Planning: Why Me, Why Now, and Is a Will Enough?
You have worked hard for years, have family members and friends you care about, and have approached a time in your life when “estate planning” sounds like something you should do, but you are not exactly sure why. You may feel that you are not wealthy enough or old enough to bother or care. Or you...
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 employers insight into who you are and how you will perform. Imagine not updating that resume for 5, 10, or even 15 years. Would it accurately reflect your professional abilities? Would it do what you...
Your 5 Task Year-End Estate Planning To-Do List
2019 is fast approaching. As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings. Before entering into the new year, here are some things that need to be on your end of year checklist: Make Sure Your Estate Planning is Up To Date Will or Trusts Now...
Does Your Family Know About Your Estate Plan?
A Guide for How Much to Share and With Whom Most people don’t feel comfortable talking about their finances and certainly not death planning unless they are sick. But, your estate plan, an important part of having your affairs in order, is a bit different. You might be wondering whether or not...