Month: September 2018
September 28, 2018
Big “Life Changes” Often Mean Big “Estate Plan Changes”
Many people who put together an estate plan do so when they start a family – assuming they put an estate plan…
September 21, 2018
Your Fall “Legal Affairs” Checklist
Your Fall “Legal Affairs” Checklist With the fall season approaching, it’s an excellent time to review your affairs. Below is a checklist…
September 14, 2018
5 Tips for Successfully Receiving an Inheritance
If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions…
September 7, 2018
Do your parents have an estate plan?
If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously),…