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...
Gratitude and Relational Estate Planning

Gratitude and Relational Estate Planning

Estate planning is a crucial process that ensures your assets are distributed according to your wishes after you pass away. While an estate plan primarily focuses on financial and legal matters, as it should, you should not underestimate the importance of the...