When should you update your estate plan??? We have been working on this six part series now for a few months, focusing on one “D” at a time. This “D”, our fifth “d” in the series, is kind of a play on words. We admit it. But it...
When you should update your estate plan depends on the Six D’s. What are the “Six D’s”? They are: death, divorce, diagnosis, distance, dividend and dates. In other words, if someone or something in your last will and testament, financial...
Did your attorney ask you these three things before they signed you up? Why? Who? What? If not, your estate plan may not be the right plan for you, your family, your kids. Wills, powers of attorney for finance and advance directives for health care and trusts work for...
When should you update your estate plan? We focus on the Six “D”s when we work with clients and educate others. The first “D” of when you should pull out your estate planning documents and think of whether they need to be updated or not is D...
Single parents find themselves in a precarious position. If something happened to you, the future health, well-being, and financial stability of your child would be uncertain. That’s why taking the necessary steps to create an estate plan ranks among the most...
Because of how important estate planning is to your family, you should put time and care into getting it right. At the same time, you never know when something can happen, and you don’t want your family to struggle because you never got around to putting your...
