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Test Your Knowledge: An Estate Planning Quiz

How much do you know about estate plans? And how do you know when you need one? Many people have a vague feeling that they should execute some kind of estate plan eventually, but think (hope) that they really don’t need one right now. On our blog we spend a lot of...

In This Season of Thanksgiving…

The days are getting shorter, the weather cooler, and the skeletal arms of trees reach for the skies as their colorful apparel rests on the ground. All of these signs point to just one thing… No, not the estate tax repeal (although that does loom close); I’m...

The Overlooked Document that Packs a Punch

Most people are surprised at just how many documents there are in an estate plan. An estate plan is not merely a trust, it incorporates a number of other documents to help protect your finances, your children, your health, and especially your right to make your own...

As Time Goes By… Part 3

Our previous installments on how to review your estate plan discussed how and why to review the more financial portions of your estate plan; for this final installment we will cover how to review the documents that may be closer to your heart: your health care...

As Time Goes By… Part 2

In our recent blog post we listed 6 essential components of your Estate Plan that should be reviewed on a regular basis and why it’s so important to keep them updated. Today we’ll go into more detail about the first of these components; what they are, and how to...