Customizable Estate Planning Check Up Checklist
Estate Planning Check-Up Download PDF Version Here Client Information Client Name: _________________________________________________________________________ Telephone: _________________________ E-mail Address: ____________________________________ Questions Yes No Not Sure... Read More
Stress Test Your Estate Plan
So you have done the hard work of establishing an estate plan. Good for you! However, you still have serious work to... Read More
Wondering Whether You Need to Update Your Estate Plan? Yes, You Do, and Here’s Why
Please allow us to be frank. It’s unrealistic to think that a piece of paper you draft, reflecting your life at a... Read More
Is Your Estate Plan as Stale as Last Week’s Ham Sandwich? 5 Reasons to Update Your Estate Plan
Estate plans are almost magical: They allow you to maintain control of your assets, yet protect you should you become incapacitated. They... Read More
Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup!
Whether or not you currently have estate planning documents, one important item to add to your calendar is getting an estate plan... Read More