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
How Can I Prevent My Children from Fighting Over My Belongings After I Die?
You probably own some items of financial or sentimental value (jewelry, antiques, art, heirlooms, furniture, clothing, etc.) that you want a certain... Read More
Don’t Do It: Giving Your Assets to Your Children Now Can Cause Serious Problems
Sometimes people will transfer title of their assets to their adult children while they are living, thinking it will make things easier... Read More
5 Things Every New Mother Needs to Know About Wills
As a new mother, you naturally want to ensure your new baby’s future in every way. For many new mothers, infancy is... Read More
Do It Now: Name a Guardian for Your Minor Child(ren)
We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too... Read More
How to Leave Assets to Adult Children
When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most... Read More