In the blog last week, we considered five (5) important reasons to review your estate plan, but there are even more reasons to review your estate plan annually. Remember -- estate plans are dynamic and should evolve over time to stay in alignment with your current desires and circumstances. Thus, here are five (5) more compelling benefits of conducting annual estate plan reviews: 6. Philanthropic Goals: Charitable intentions can evolve over time. Whether it's a newfound cause you're … [Read more...] about Annual Estate Plan Reviews: Part II
Thought of the Day
“The greatest discovery of any generation is that a human being can alter his life by altering his attitude." - William James … [Read more...] about Thought of the Day
Annual Estate Plan Reviews: Part I
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
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
