An estate plan is not a one-time endeavor. It's really a dynamic framework that evolves with the ebb and flow of one's life. Regular reviews are pivotal in ensuring your plan remains robust, accurate, and in alignment with your current desires and circumstances. We suggest reviewing your plan annually. Here are some benefits of conducting annual estate plan reviews: 1. Life Changes: Significant life events such as births, deaths, marriages, divorces, or even changes in relationships can … [Read more...] about Annual Estate Plan Reviews: Part I
BLOG
Thought of the Day
“If you don’t like something change it; if you can’t change it, change the way you think about it." - Mary Engelbreit … [Read more...] about Thought of the Day
Planning Carefully When One Child Provides Most of the Caregiving
Estate planning can become complex when family dynamics are in play, especially in situations where one child assumes the primary caregiving role for an aging or ailing parent. Careful planning is necessary to balance fairness while acknowledging that child's additional contributions. Here's a structured approach to consider: Open Communication: Initiate a conversation with all family members involved. Transparency is essential to understand everyone’s viewpoint and to minimize potential … [Read more...] about Planning Carefully When One Child Provides Most of the Caregiving
Thought of the Day
“Be so good they can’t ignore you." - Steve Martin … [Read more...] about Thought of the Day
Thought of the Day
“The only impossible journey is the one you never begin." - Tony Robbins … [Read more...] about Thought of the Day
Thought of the Day
“Be willing to sacrifice what you think you have today for the life that you want tomorrow." - Neil Strauss … [Read more...] about Thought of the Day
Thought of the Day
“Tis better to have loved and lost than never to have loved at all." - St. Augustine … [Read more...] about Thought of the Day
Thought of the Day
“Don’t search for the meaning of life. Simply be present for the people you love." - Maxime Lagacé … [Read more...] about Thought of the Day
Thought of the Day
“The trick in life is learning how to deal with it." - Helen Mirren … [Read more...] about Thought of the Day
Thought of the Day
“Believe that life is worth living and your belief will help create the fact." - William James … [Read more...] about Thought of the Day
