All is not lost and the end is not near as long as we maintain hope. That is the evergreen message this time of year.
Archives for June 2022
Do You Update Your Estate Plan as Often as Your Resume?
A resume is a snapshot of your experience, skill set, and education that provides prospective employers insight into who you are and how you will perform. Imagine not updating your resume for five, ten, or even fifteen years. Would it accurately reflect your professional abilities? Would it do what you want it to do? Probably […]
Estate Planning: How Many Changes Are Too Many?
If your life or the law has changed since you signed your last will and testament or trust agreement, you need to update your document. You can make updates to a revocable living trust by way of an amendment or a complete restatement of the trust agreement. An amendment updates a specific part of the […]
Life Happens: Don’t Set-It-and-Forget-It
As we all know, life happens. There is really nothing we can do about it. However, some of the most common life events can have a dramatic effect on your estate plan. If you think your estate plan is like a slow cooker and you can set it and forget it, you and your loved […]