Is it time to update my estate plan?

An estate plan should provide peace of mind that your wishes will be carried out and your loves ones taken care of.  For those of you who have created an estate plan, you know what I am talking about.  However, shortly after you achieve this blissful state of being, you tuck your documents away in a safe place and continue living life. 


What is estate planning and do I need it?

Estate planning is necessary because, as the old expression goes, “You can’t take it with you.”  Estate planning is the process of putting together a plan, which will allow someone to step into your shoes to manage your assets in the event of your incapacity and carry out your wishes after your lifetime.