Updating Your Revocable Trust: How Many “Tweaks” Are Too Many?
Updating Your Revocable Trust: How Many “Tweaks” Are Too Many?
If your life or the law has changed since you signed your will, trust or power of attorney, the really should be updated. Updates to the trust can be made by way of an amendment – or – a complete restatement. An amendment updates a specific
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
How Often Do You Update Your Estate Plan? More Often Than Your Resume?
A resume is a “snapshot” of your experience, skill set, and education which provides prospective employers insight into who you are and how you will perform. Imagine not updating that resume for 5, 10, or even 15 years. Would it accurately reflect who you are? Would it do what you want it to do? Probably
Is Your Estate Plan as Stale as Last Week’s Ham Sandwich?
5 Reasons to Update Your Estate Plan
Estate plans are almost magical: they allow you to maintain control of your assets, yet protect you should you become incapacitated. They take care of your family and pets. And, if carefully crafted, they reduce fees, taxes, stress, and time delays. Estate plans can even keep your family and