The Only Constant in Life is Change

When Circumstances Change, So Should Your Estate Plan Your estate plan was written to reflect your situation at a specific point in time –  and – as we all know – our lives continually change, unfolding in ways we might not have anticipated. Just like you meet with your doctor, financial advisor, or CPA on [...]

By | 2017-03-31T13:42:30+00:00 March 31st, 2017|Estate Planning|Comments Off on The Only Constant in Life is Change

Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests

One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits of life insurance will be available for a surviving spouse, children, or other intended beneficiary. Life insurance is an important estate planning tool, but without certain protections in place, there's no guarantee that your [...]

By | 2017-11-17T14:14:10+00:00 March 28th, 2017|Estate Planning|0 Comments