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March 2019 Archives

Update your estate plan after these events

Do not assume that the estate plan you made five years ago -- or even the one you just made today -- is going to stand the test of time. Life changes. Things happen. The future is not always what you expected it to be. When facing significant changes, you absolutely want to update your estate plan so that it accurately reflects what your life looks like now.

New homeowners: Now is the time to make an estate plan

Buying a home is a significant milestone. This is likely one of the biggest purchases you will ever make in your lifetime. Not only is it a financially valuable asset, but it is also emotionally important. The fact that you now own a significant asset means you need to create an estate plan. Without a plan in place, your home may not pass down to who you want when you die. 

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