Home » updating your trust or estate…

» updating your trust or estate plan

Vacation Checklist: Get Things in Order!

June 7th, 2019

Posted By

We do a lot of "last-minute" estate plans for people who planning a trip (or who are having surgery). People think they don't have time. It is my job to make the process as easy as possible for you. Read More

Categories: Beneficiary Designations, business owner, Getting started with an estate plan, Minor Children, Trusts, Updating Your Estate Plan, Wills

Tags: estate plan process, evening appointments, guardian for your child, home visit appointments, trusts are not just for the super-rich, updating your trust or estate plan, vacation checklist

Why the Best Estate Plan is a “Process” Rather Than a “Project”

June 25th, 2017

Posted By

Debra DeCarli

Many people put their estate plan on their to-do list as a one-time project: “Create estate plan” or “Meeting with lawyer 10:30 a.m. Thursday for estate plan.” Thinking of your estate plan as a single project or task to complete and move off… Read More

Categories: Collaborative Estate Planning, Trusts, Updating Your Estate Plan

Tags: estate planning process, getting started on your estate plan, updating your trust or estate plan