Tag Archives: estate planning

How often should I update my estate planning documents?

Every 5 years is a good benchmark to update your estate planning documents, unless there is some intervening event or diagnosis that would require a change in planning. Continue reading

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What is the most important piece of estate planning?

The most important piece of your estate planning at death is certainly a will or trust. Continue reading

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Why do I need a last will and testament?

The function of a will is generally to direct who is to receive your property, including your money and personal possessions, and who is to be your Executor, that is, the person who will oversee that your property goes where you want it to. Continue reading

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