Backwards Planning

Moving on in life, there are a lot to think about and questions to consider when passing down assets to loved ones. Are you married? Is your marriage a partnership? Are your children from the same marriage? Do you have separate trusts? Do you own a home? If you answer...

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...