fbpx

7 Ways Estate Plans Fail

Failing to plan is planning to fail. But just having an Estate Plan isn’t enough. Estate plans have to be regularly updated to account for major changes, such as marriage or divorce, the birth of a child, acquisition or divestiture of property, or changes to the...

The 9 Essential Steps to Estate Planning

While most people are aware that an estate plan is something they should have, many believe that simply creating a will or trust is all they need to secure their future. While these documents are indeed important, they are not catch-all solutions to all of the...