Category Archives: Estate Planning
Your Will and Estate Planning Documents – When Bigger is not Better
I have seen hundreds, if not thousands, of estate plans. I have drafted them, reviewed them for others, and fought to either enforce or break them. What I have learned from all of this reading is that the longer a document—whether a contract , a will or a trust—the more likely I will find… Read More »
Three Point Checkup for your 2019 Estate Planning
Perhaps contemplating your death is not at the top of your 2019 “to do” list, but January is a great time to review your financial plan in the event of your death or other unexpected events. Even if you have a will or some other estate-planning instrument, you should perform this three-step checkup to… Read More »
