Feb 11, 20213 minEstate Planning8 Reasons to Update Your Estate PlanIt's important to review and update your estate plan periodically. Learn about the top 8 life events that would require an update!
Jan 25, 20213 minEstate PlanningLearn to Speak Estate Planning: 9 Key Players You Need to Know The language of estate planning may seem intimidating, but start with this "who's who" of estate planning to instantly feel more confident.
Jan 25, 20213 minEstate Planning5 Steps to Jump-Start Your Estate Planning ProcessYou know you need a plan, but feeling stuck? No worries! Use this list of 5 steps to get started with your own planning process.
Jan 5, 20215 minEstate PlanningPandemic Planning- Part 3: Guardianship PlanningWe. Made. It. To. 2021. But with life unscripted (oh, and the continuing pandemic!), your guardianship plans are a HUGE priority this year.
Dec 5, 20205 minEstate PlanningPandemic Planning - Part 2: Incapacity PlanningTP stocked? Netflix queued up? Incapacity plan executed? Wait, what?! Never fear. Read on for the what, how, and why of incapacity planning.
Nov 24, 20203 minEstate PlanningPandemic Planning - Part 1: No RegretsSo . . . 2020, huh? What a DOOZY! Despite the craziness of this year, a solid, up-to-date estate plan can give you comfort and reassurance.