Estate Planning Blog
Common financial mistakes made by new parents
Becoming a parent for the first time turns your world upside down. You'll probably notice that within a few months of becoming a parent, your priorities will have shifted completely, and your main focus in life will be securing a bright future for your child. Your...
Are you a new parent? It’s time to review your estate plan
As a new parent, your life will change in many ways. While you have a lot on your plate, don’t forget that it is important to carve out time in your busy schedule to review your estate plan. When you review your estate plan, you will likely discover that it’s...
3 ways that a special needs trust can protect your loved one
Estate planning when you have a child with special needs is a little more difficult than estate planning for most parents. You are going to have to carefully consider your child's needs in a way that many parents do not need to. You won't just have to consider naming...
When should I update my estate plan?
An estate plan ensures that the testator can pass their assets and estate on to their loved ones. The planning you set in place years ago may not accurately reflect your current wishes. Testators can change their wills as needed, but what are good times in life to...
