A resume is a snapshot of your experience, skill set, and education that provides prospective employers insight into who you are and how you will perform. Imagine not updating your resume for five, ten, or even fifteen years. Would it accurately reflect your professional abilities? Would it do what you want it...
Category: Update Planning
Updating Your Estate Plan: How Many Tweaks Are Too Many?
If your life or the law has changed since you signed your last will and testament (will) or trust agreement, you need to update your document. You can make updates to a revocable living trust by way of an amendment or a complete restatement of the trust agreement. An amendment updates a...
An Estate Plan Should Not Be a Set-It-and-Forget-It Endeavor
As we all know, life happens. There is really nothing we can do about it. However, some of the most common life events can have a dramatic effect on your estate plan. If you think your estate plan is like a slow cooker and you can set it and forget it, you...
Stress test your estate plan.
So you have done the hard work of establishing an estate plan. Good for you! However, you still have serious work to do to ensure that the strategy you have selected will maximize your peace of mind and protect your legacy.
Estate plans should be like living, breathing creations that...
Wondering whether you need to update your estate plan? yes, you do, and here is 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 got...
Is your estate plan stale? 5 reasons to update your planning documents.
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 financial affairs private. But...
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 got their first...
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 financial affairs private. But...
Make an Achievable New Year’s Resolution – Get an Estate Plan Checkup!
With 2015 right around the corner, it’s time to start thinking about your new year’s resolutions.
It doesn’t matter whether you have an estate plan or don’t, one important item to add to your list is getting an estate plan checkup.
Don’t Have an Estate Plan?
If you don’t already have an estate plan,...