Estate Planning as Part of Retirement

Estate Planning as Part of Retirement

It is a good rule of thumb to continually update your estate plan after a major life change. Significant life changes come at different times, look different for everyone, and can apply to many stages in life. A significant life change can be anything that...
Estate Planning for Second Marriages

Estate Planning for Second Marriages

Creating an estate plan can be a daunting task for anyone, regardless of age, assets, or marital status. However, if you’re creating an estate plan for a blended family, you might be feeling even more overwhelmed. Trying to ensure that everyone in the family is...
Make This the Year You Get Your Estate Plan Done

Make This the Year You Get Your Estate Plan Done

When I meet with people about estate planning, I often hear the same comment. They are embarrassed they haven’t done this sooner.  They tell me, almost in a confessional tone, how they’ve procrastinated and have been thinking about getting their estate...