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Have you reviewed your will or trust in the last 3 years?

When I design an estate plan for my clients, I discuss the importance of reviewing the plan every 3 years. A lot can change in a few years. If I prepared the will or trust for you, I would love to sit down at no charge with you and your family to discuss what has...

Protecting Inherited Retirement Funds Part 4

And now we have finally reached the last portion of our spread on protecting your inherited retirement funds. Please read the previous entries from March, April, and May to capture the entire article! Benefits and Detriments of Creating a Retirement Plan Trust to Be...