The Ethical Will: Sharing Life Lessons with Your Family

As we near the end of our lives, we sometimes reflect on the lessons we’ve learned. Memories bring smiles to our lips – and tears to our eyes. Even if you’ve already told your family the story of your life, you might want to consider writing an ethical will. Why? An ethical will, or legacy letter, is a written expression for your family to cherish after you’re gone. Little things that families may have forgotten or Read More

New Year’s Resolution – Time to Update My Estate Plan

New Year’s is a time of reflection. It’s a time to think of the happenings of the past year and look forward to life ahead. While you’re in a contemplative mood, make updating your estate plan a primary New Year’s Resolution. What Do I Need to Update? The past year may have dealt you some major life events. Births and deaths, marriages and divorces could all lead to changes in your estate planning documents. Even Read More

Does Your Estate Plan Need an Annual Checkup?

We are encouraged to get regular dental checkups and the dreaded annual physical. We schedule spring cleaning, annual vacations, and maintenance on our automobiles and boats. Shouldn’t our estate planning documents get the same careful attention? During National Estate Planning Awareness Week, we invite you to review your current estate plan. When was the last time? Like most people, your to-do list is long and Read More