Which Life Events Require an Immediate Estate Plan Update?

Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your eventual death. One commonly known purpose of estate planning is to minimize unnecessary taxes and costs, including taxes imposed on gifts, estates, and probate court costs. However, your plan must also [...]

2017-08-02T15:16:03+00:00 August 2nd, 2017|Preparing for Consult|1 Comment