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Which Life Events Require an Immediate Estate Plan Update?

Your life situation is always changing.  So too is the life situation for your family members.  Many of these changes may impact how well your estate plan works.  In short, your estate plan slowly becomes obsolete because life makes it so.  Some life changes that...

5 Tragic Mistakes People Make When Leaving Assets to Their Pets

Sometimes, people do not realize that they can provide for their pets after they are gone.   The way to do this is with a pet trust.   The difficult part of a pet trust is that you will not be there to enforce your wishes.   Therefore, you need to make sure that you...

Your Estate Planning Binder: Tips for Proper Care and Maintenance

After a long time of ignoring it and fretting about it, you have finished creating your estate plan. You have taken needed steps to protect yourself and your family, and given yourself some peace of mind. Soon after you signed your documents, your estate planning...

Stress Test Your Estate Plan

Estate planning strategies are real and alive creations.  However, they do not update themselves.  In your own life, children a born and go to college, family members prove themselves trustworthy or untrustworthy, you change jobs, and individuals come and go in your...

Do You Update Your Estate Plan More Often Than Your Resume?

Your resume is a window into what you offer a prospective employer: your skills, education level, training, prior work experiences, and leadership potential. You want your prospective employer to know who you are, your values, how well you will do your job, and that...