Do You Update Your Estate Plan as Often as Your Resume?

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 to do? Probably not. Estate plans […]

Read more

Estate Planning Lessons We Can Learn from Encanto

Not only is Disney’s award-winning animated film Encanto hugely entertaining, it also contains the following valuable estate planning lessons: Leaving a family legacy is important and can have an impact beyond your immediate family. Be sure to consider the significance of multigenerational planning. Treating each beneficiary as a unique person is essential. Naming the “strongest” child as your […]

Read more

Dutiful Child or Manipulator of the Elderly?

As parents age and their physical and mental capacities diminish, it is natural for their adult children, recognizing the parents’ decreasing ability to care for themselves, to step in and help them. Often, a specific child will take over the bulk of the responsibilities such as taking the parent to doctor’s appointments or the attorney’s office. As the […]

Read more