Comprehensive Planning to Protect Your Loved Ones, Assets, and Legacy
We would like to add one more item to your list of New Year’s resolutions—reviewing your estate plan. Why is it so important to keep your plan up to date? In a word, change. As you grow older, your needs inevitably change. So, too, ...
Here are some additional planning tips to bring you peace of mind in the new year. Review your asset allocation. The start of the new year is an excellent time to reassess your investment portfolio to make sure your asset allocation is where it ...
It’s impossible to predict what the new year has in store for us. However, if you follow some (or all) of these tips, 2022 should bring you greater peace of mind. Update your estate plan. We’ve said it before, but as an estate planning firm d ...
For many of us, the holidays are a time to reflect upon the changes that have taken place over the course of the year. (There is certainly a lot to reflect upon these past few years!) As an estate planning attorney, the end of the year ...
Clients often ask us about the estate planning tools we use and what each of them can accomplish. Here is a list of the most commonly used tools and a brief description of the purpose of each. Last Will and Testament A Last Will and Testament a ...