Estate Plan New Year’s Resolution Guide

Estate Plan New Year’s Resolution Guide If you’ve made a New Year’s resolution to do (or update) your estate planning, we want to help you maintain your momentum. Here are links and next-step ideas to help you move your estate planning into the “done” column. 1. If you have never done an estate plan, read:...

Why you should have a will

Why you should have a will If you are an adult with some assets and a loved one or two, you should have a will. At a minimum, your last will and testament expresses your wishes about how your assets will be passed on to your survivors. But it can also serve as the vehicle for other important...

7 reasons to update your will or trust

7 reasons to update your will or trust Estate planning documents don’t expire with time like a gallon of milk, but they do become obsolete when circumstances change. Having up-to-date documents is essential, but how do you know when it’s time to make a change? Here are some of the top reasons to...