1st Feb 2017

When considering marriage or a divorce, your estate planning is likely low on the list of priorities. However, these are significant changes in a family situation that should trigger an immediate review of your existing estate planning documents or preparation … more

1st Dec 2016

> Familiarity with the terms of your documents is an essential part of having an up-to-date estate plan.   > If you do not have an estate plan in place, the end of the year is an ideal time to … more

1st Nov 2016

> The presence of a proper estate plan ensures efficient administration while reducing the likelihood of conflict amongst family members.   > Life insurance or other liquidity can alleviate the strain on the estate in the interest of preserving the … more

2nd Oct 2016

> The Revised Uniform Fiduciary Access to Digital Assets Act protects custodians to a greater extent than it empowers principals, agents or administrators.   > An “online tool” offered by a custodian will supersede the direction in a will, trust … more