Believe it or not, in the U.S. it isn’t easy to disinherit your spouse. But the same is not true for other family members – generally, you can use your estate plan to disinherit your brothers and sisters, your nieces and nephews, or even your very own children and grandchildren. However, in the majority of…
One of the main reasons for getting an annual physical is to detect and treat problems before an illness or health condition becomes serious. Likewise, it is important for your estate plan to get a regular check-up to address changes in your life circumstances or in the law to ensure that optimal plans are in…
A complete estate plan must include certain essential parts. In fact, it is similar to building a snowman in some respects. The traditional snowman has several critical components: bottom, middle, and top snowballs, as well as “arms” and a “face.” If any of these are left out, the snowman can look a little odd! The…
It is essential to review your living trust from time to time. There is no hard and fast rule on how often to review your living trust, but we recommend every five years because finances fluctuate, family situations evolve and laws change. To help guide you through this process, we have put together the below…
