Mastering Change
Class reunions are poignant reminders of change. With each passing year, our classmates grow a little grayer, perhaps a little balder, and maybe a little more expansive at the midsection. Good thing we are not like our classmates, right? Actually, we are. Father Time is catching up with all of us. That sobering fact should inspire us to reflect each year on our estate plans and whether they still do what we want them to do.
Change is Inevitable
Change is inevitable. We all experience it on almost a daily basis. How we adapt to that change can make the difference between moving forward — or not. It may be an easier task for seniors to adapt to change that you might think. For one thing, and I know you have...The Third Guarantee: Change
An often-heard quote about lifetime guarantees is the one about death and taxes. I would suggest that there is a third guarantee — that life changes. Nothing stays the same. So, once you’ve completed your estate plan, you’ll want to review it every so often to address...