My Estate Plan Is Only A Few Years Old…

My Estate Plan Is Only A Few Years Old…

Last week, I told you that you should consider having your estate plan modified if you’ve had a life changing event, because failing to do so could completely derail your plans. Perhaps last week’s message made you fee relieved. After reading last week’s blog ,...
Dont Talk About It…Be About It!

Dont Talk About It…Be About It!

So, we are continuing with our ‘April Fools’ series. Last week, I told you not to be fooled by your close family relationships, because the best way to ensure your wishes are protected, is to write them down. You can’t just talk about it…be about it! This week,...
Your close-knit family relationships…not enough

Your close-knit family relationships…not enough

Last week I told you that DIY estate plans are not such a great idea. Since they don’t take your family dynamics into consideration, they may or may not address all of your needs. This week, we’re going to talk about family dynamics… and how sometimes, it...
To DIY or Not To DIY…

To DIY or Not To DIY…

Throughout the month of April, we are going to discuss common & foolish estate planning mistakes. Now, I know April Fools only comes once a year. But for our purposes, it is April Fool’s month! This week, we’re going to talk about DIY estate plans and...