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Discover 4 essential estate planning for couples moves to make when getting married, including name changes, home ownership, and updating beneficiaries.
You Can’t Update Your Estate Plan If You’re A Ghost
The spooky season is upon us! As the days grow colder and darker, Halloween decorations emerge, and we settle onto the couch for scary movies and candy corn (at least, I do). But there’s something even spookier than any ghost or goblin: the thought of leaving your family to navigate the unknown without a solid […]
Why Outdated Beneficiary Designations Can Wreck Your Estate Plan
When people think about estate planning, wills and trusts often come to mind first. But there is a simple tool that can make a big difference in ensuring your assets pass smoothly to your loved ones: beneficiary designations. A beneficiary designation is a simple way to name who will receive a particular asset when you […]
Why Spring Is the Perfect Time to Review Your Estate Plan
Life is constantly changing—marriages, births, new investments, retirement, and even changes in tax laws can impact your estate plan. If you haven’t reviewed your documents in a while, now is the perfect time to make sure they still reflect your wishes. Estate Plan Spring Cleaning Checklist by Jill M. Santiago, ESQ Review Your Will & […]
MA vs. RI: Is My Estate Plan Valid In All States?
Learn how estate plans from Massachusetts and Rhode Island are recognized across states and key factors when moving or owning property elsewhere.
How Often Should You Update Your Estate Plan in Rhode Island?
After creating an estate plan – whether a will or a trust – clients often ask, “When should I update my estate plan?” The simple answer is–whenever necessary! Three things in life are certain: death, taxes and change. In this post, I will focus on change. There are numerous occasions that would necessitate updating your […]
Should I Update My Estate Plan When I Start My Own Business?
Update your estate plan when starting a business to protect your assets, family, and business interests effectively.
