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Month: November 2016

You’ll Be Surprised: When Is The Best Time To Plan Your Estate?

Posted on November 15, 2016 | by Lawrence Gregory

Some people start thinking of getting a will in place when children arrive on the scene so guardians are named. Most people start thinking about planning their estates when they reach retirement age. However, you might be surprised, even shocked, to know that the best time to plan Continue reading →

Posted in Uncategorized

Estate Plan Maintenance

Posted on November 1, 2016 | by Lawrence Gregory

Your estate plan is a snapshot of you, your goals, your family, your assets, tax laws, and other laws in effect at the time it was created. All of these variables change over time, and so should your plan. It is unreasonable to expect the simple will written when you were a newlywed Continue reading →

Posted in Uncategorized

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