20 Red Flags that signal your Will or Trust is Out of Date

I offer clients the opportunity to sit down with me and review their estate plans at least once each year.  However, this doesn’t mean you should wait until your next review if your circumstances change. This Estate Planning Checklist identifies events that could make a significant impact on your estate. I let my clients know… Read More

3 Critical Plan B documents business owners ignore

Business owners need a CRITICAL PLAN B for succession by using a will, living trust and power of attorney. You can’t buy this peace of mind. But you can earn it by acting for yourself and those you love. Read More