• Estate Planning

    Protecting your loved ones

Estate Planning Guide

8 Red Flag Triggers to Review and Update Your Estate Plan

Having a proper estate plan in place is the guiding hand you leave behind to ensure your loved ones are protected and your last wishes are carried out accordingly.

To ensure your estate plan functions as intended, you should review your plan every three to five years, or after any major life changing event.

Download our free guide on 8 common red flags that signal a review and update of your estate plan.

  • start the estate planning process

    3 Ways to Overcome the Initial Hurdles of Estate Planning

    When creating an estate plan, many individuals lack a clear vision of what they want. It’s a weighty and complex topic to address and often gets kicked down the road. Even when people take the initiative to hire an attorney to draft an estate plan, those drafts can sit in an inbox for six months [...]

  • What to Consider When Estate Planning for Children

    If you have children, especially young ones, you absolutely should create an estate plan to address their security in the event that you pass away. This is your opportunity to decide who will care for your minor children, how your assets will be distributed, and who will make decisions on your behalf. As you think [...]

  • Estate Planning in the Time of Great Uncertainty

    May 27, 2020 I have been in Wealth Management for more than 30 years, and, in my opinion, there has never been a greater urgency for estate planning than what we are seeing at this moment in history.  The current health crisis, compounded with working from home and spending more time around loved ones, compels [...]

  • The Financial Impacts of Divorce

    Just as marriage can have a major impact on a person’s financial situation, so can a divorce. The end of a marital union typically brings lifestyle changes for each spouse. These adjustments require careful consideration and planning. Since the events of 2020, top matrimonial attorneys are seeing a 50% increase in potential client inquiries. If [...]