Category Archives: Estate Planning

Five Reasons to Update Your Estate Plan

Learn when life changes may necessitate an update to your Will or Revocable Trust, such as after a move, divorce, birth or death of a beneficiary or fiduciary, or if the size and composition of your estate has changed. Watch here to learn more.

An Introduction to Individual Charitable Deductions

A podcast about what you need to know regarding income tax charitable deductions for individuals following the 2017 Tax Cuts and Job Act from an estate planning expert:



Listen here: