Archive for the estate planning Category

Does Your 18-Year-Old Need a Will?

Does Your 18-Year-Old Need a Will?

High school graduation season is nearly over. It’s a celebratory time when parents are perhaps more mindful about ways to secure the futures of their young adult children. This is an excellent time to remind clients with graduates heading off to college this fall that while most […]

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Does your client’s estate plan account for working longer?

Does your client’s estate plan account for working longer?

There’s a not-so-funny joke we hear some clients in midlife say when they don’t have a retirement plan engaged: “Oh, I’ll never retire. I’ll just keep working.” That’s a pretty naïve outlook when you consider the many potential health, housing and financial pitfalls that can eliminate even […]

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