August is Make a Will Month – a reminder to complete one of those tasks that is incredibly important, yet remarkably easy to put off. We understand why. Creating a Will requires us to think about things most of us would rather not spend much time thinking about: our own death, the possibility of incapacity,...
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,...
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] With more transactions taking place, and accounts being managed, online – it has become increasingly important for individuals to do at least some element of digital asset planning as part of their estate plan. Perhaps the most basic level of this type of planning includes having a plan...