Your Vacation Checklist

You’ve packed sunblock and a beach novel. You’ve planned your itinerary and bought plane tickets. But have you ensured that your estate plan is up to date?  Don’t leave home without making sure your financial health and the future of your loved ones is provided for. It’s even more crucial than getting a pet sitter and locking the front door.  Creating an Estate PlanIf you…

How to Avoid a Disastrous Will or Trust Contest

A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can prevent that result. What is a Will or Trust Contest? A will or trust contest is a type of lawsuit that is filed to object to the validity of a will or trust. Who Can Contest a Will or…

Wondering Whether You Need to Update Your Estate Plan? Yes, You Do, and Here’s Why

Please allow us to be frank. It’s unrealistic to think that a piece of paper you draft, reflecting your life at a certain time, will work when your life has completely changed some years later. We’ll use the Kendrick family as an example. Meet the Kendricks Meet Bill and Karen Kendrick. They got their first estate plan in place when their daughter, Jessica, was born…

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