Month: March 2013

6 Events Which May Require a Change in Your Estate Plan Creating a Will is not a one-time event. You should review your will periodically, to ensure it is up to date, and make necessary changes if your personal situation, or that of your executor or beneficiaries, has...

Coordinating Property Ownership and Your Estate Plan When planning your estate, you must consider how you hold title to your real and personal property. The title and your designated beneficiaries will control how your real estate, bank accounts, retirement accounts,...