Getting ready to embark on your next great adventure? Before you zip up the last suitcase, here are five issues you need to address to protect yourself and your loved ones.
Do you have a foundational estate plan? Has it been reviewed?
An estate plan is...
If your life or the law has changed since you signed your trust, it needs to be updated. Updates can be made by way of an amendment - or - a complete restatement. An amendment updates a specific part of the trust; whereas, a restatement, updates the entire trust. You might think that...
