For most people in their 20’s and early 30’s, the topic of estate planning seems to be something for older generations to discuss. It follows the natural course that one starts to sort their affairs the closer they get to the end of their life. Of course, this assumes our lives have a definitive timeline. […]
Trusts
Some Food for Thought When Reviewing Your Estate Plan
Estate planning is an ongoing process, and an estate plan review should be done every few years to ensure that your unique goals and needs are still being met. As I’ve mentioned before, your planning should never be merely a set of documents you execute once, stick on a shelf, and never look at again. […]
Congratulations! It’s an Estate Plan! Protecting Your Newborn from Birth
Congratulations are in order for one of my best friends and his wife on the birth of their first child – a sweet baby girl. She is adorable and it is clear from the joy in his face that his heart is stolen away forever (cue Van Morrison song). My wife and I have been […]