Category Archives: Estate Planning

Knowing When to Review Your Estate Plan

It’s important to remember that after you have executed your estate planning documents (i.e. will, trusts, power of attorney), your life circumstances may change in the future.  Therefore, you need to review your estate plan periodically to determine if any revisions need to be made.  The following life events may require you to change your [...]

Gathering Essential Documents Needed for Estate Planning

You might think of estate planning as something that is necessary only for the wealthy, but the truth is that everyone needs some amount of estate planning. Even a person who owns no property should still designate someone to make health care decisions and personal decisions for him if he is ever unable to [...]