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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.
Why Every Young Family Needs an Estate Plan
Just had lunch with a friend, who’s knee-deep in raising young kids. We were chatting about the upcoming school year, their crazy schedules, and college plans. I naturally asked about his estate plan, and he said, “Don’t have one—it’s bad luck.” Seriously??? Of course, I completely disagree. But rather than argue about the benefits of […]
Estate Planning for Single Women – What Does One Need?
Estate planning isn’t just for married couples, retirees, or people with large estates. If you’re a single woman, whether you’re building your career, raising children on your own, recently divorced, or enjoying retirement, it’s especially important to have a clear plan in place. Without a spouse as a default decision-maker, it is up to you […]
How To Make An Estate Plan For Couples In Second (Or Third) Marriages
Create a clear estate plan for couples in second or third marriages to protect assets, heirs, and blended families effectively.
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 […]
