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Estate Planning in Different Eras

Estate Planning in Different Eras

Your estate plan should grow and change as your life does. Sometimes that means small updates. Other times, it means an overhaul. I’ve done two rounds of estate planning myself – each reflecting a different chapter in my life. Round 1: The “Maxed-Out Me” At the time, I was eight months pregnant, parenting a preschooler,...

Estate Planning for Peace of Mind: A Personal Story

Estate Planning for Peace of Mind: A Personal Story

Both of my parents had severe dementia. Like many adult children, I supported them as they aged and needed increasing assistance and care. Watching my parents navigate these transitions, I found myself asking: “Does this mean I will also have dementia?” “Would my family be OK if something happened to me?” “Does my husband know...