Blog

When should you check if you need to update your estate? If you already have an estate plan in place, it’s a good idea to update it every three to five years. 

In this article I want to dispel the common myth regarding the school emergency cards we all fill out at the beginning of each school year.

Recently a client came in to change her estate plan. Among the reasons was that one of her children had recently filed for bankruptcy and she didn’t want the inheritance to be taken. Smart client!

This may sound like a situation from a movie, but it happens more than you can imagine: a long-lost child appears after the death of their parent.

Money is usually the last thing that someone grieving over the loss of a loved one wants to think about. However, death comes with expenses, and most people haven’t taken the time to prepare for them.

Many people love timeshares. That is, the option to be a part owner of a property which is used for getaways and vacations.

It’s always best practice for a person to write down one’s intentions for their property when they die. However, many people still die intestate (without a will), and their intentions aren’t known.

When it comes to estate planning, most people think of streams of income that are typical, such as current employment, retirement plans, and bank accounts. These obviously need to be included. But, there are other, less obvious types of income that some people forget.