6 03, 2019

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

By |2019-03-04T13:44:29-07:00March 6th, 2019|Categories: Estate Planning|Tags: |0 Comments

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 changed some years later. We’ll use the Kendrick family as an example. Meet the Kendricks Meet Bill and Karen [...]

23 01, 2019

Four Reasons Why Estate Planning Isn’t Just for the Top 1% Percent

By |2019-01-19T18:58:35-07:00January 23rd, 2019|Categories: Estate Planning, Financial, Taxes|Tags: , , |0 Comments

There is a common misconception that estate plans are only for the ultra-rich - the top 1 percent, 10%, 20%, or some other arbitrary determination of “enough” money.  In reality, nothing could be further from the truth. People at all income and wealth levels can benefit from a comprehensive [...]

14 01, 2019

Why Your Estate Planning Project Must Morph into a Process

By |2019-01-14T16:13:26-07:00January 14th, 2019|Categories: Estate Planning|Tags: , , |0 Comments

Many people put their estate plan on their to-do list as a one-time project: “Create estate plan” or “Meeting with lawyer 10:30 a.m. Thursday for estate plan.” Thinking of your estate plan as a single project or task to complete and move off your list is a common approach [...]

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