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...
What to Expect When You Create a Trust

What to Expect When You Create a Trust

Most people find that the convenience, privacy, and flexibility of a trust make it a better option for planning their estate than using a last will and testament alone. If you are considering creating a trust for yourself or your family, here is what you can expect as...