9 Reasons to Update Your Estate Plan, 2024-2025 Edition

Examining and potentially updating your estate plan is critical this year more than ever. Estate plans are a work in progress – they require regular reviews and updates. This is especially true given the current environment: an election year, potential shifts in tax laws and ongoing health concerns like COVID-19, flu, and RSV affecting families…

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New Year’s Resolution: Update your Estate Plan

Happy New Year! We are just a week in and many of us have started our New Year’s Resolutions. Number One on the list seems to be to get healthier and number two seems to be more organized. May I add a third?  If you’ve invested in an estate plan for your family, this is…

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