Category: Estate Planning

WHEN SHOULD YOU UPDATE YOUR ESTATE PLAN?

My clients often ask me when they should update their estate plan. There are numerous life events that may require us to look at the plan and see if anything needs to be revised. Here is a short list of such events: Serious or life threatening illness Illness or death of a spouse Contemplation of [..]

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FIVE COMMON MISTAKES IN ESTATE PLANNING

The estate planning process can be difficult to navigate on your own. The process involves the coordination of the various assets of an individual into a cohesive, comprehensive plan to provide for family members. It requires you to analyze all assets whether held individually, jointly, and those that pass by beneficiary designations to come up with an effective [..]

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