When Should I Update My Will/Trust?

When Should I Update My Will/Trust?

Happy New Year! Since today is New Year’s Day, it seemed like a good time to bring up a frequently asked question: When should I update my will/trust? I have colleagues who recommend reviewing your will and trust every New Year’s Day to ensure it’s up to date. But do...
Top Blog Posts of 2023

Top Blog Posts of 2023

I hope everyone is enjoying the holiday season. In keeping with tradition, this final blog post of the year highlights the blog articles that got the most attention this past year. I hope you enjoy this trip down Memory Lane! Note: In previous years, I also included...