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Tag Archives | Estate Planning

Estate Planning Checkup

Is It Time For Your Estate Plan Check-up?

When? When does a person think about creating or updating his or her estate plan? Typically at a time of crisis or urgency, such as a negative health diagnosis, a death in the family, an upcoming lengthy trip or, in our frequent experience, right before our clients head back up north for the summer. Unfortunately, […]

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Mistakes

5 Common Mistakes Made in Wills

We all know that having a last will is a way to make certain that your wishes regarding the distribution of your assets are followed. Once you have everything in place, you can breathe easy, right? Before exhaling, take a look at the following common mistakes made in wills. By doing so, you may hopefully […]

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