What Time of Year Is Best for Estate Planning?

Some people wonder what time of year is the best time for them to get estate plans. There are several possible answers. At first glance it might seem like an odd question, but it is one that gets asked with some frequency: What is the best time of year to plan for my estate? The [...]

2016-08-11T18:08:00-07:00August 11th, 2016|Preparing for Consult|Comments Off on What Time of Year Is Best for Estate Planning?

Planning Your Own Estate

In the past few years, many services have sprung up that offer to help people create their own estate plans—such as by offering them downloadable forms. These services are often inexpensive but also risky. You can find a lot of advice on the Internet that will tell you that estate planning really is not that [...]

2016-08-11T12:13:00-07:00August 11th, 2016|Preventing Estate Challenges|Comments Off on Planning Your Own Estate
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