Is it Time to Review Your Estate Plan?

Your estate planning documents were not designed to be “carved in stone.” As our lives progress, invariably there are changes in our circumstances or changes in the law. These changes may require that you need a corresponding change in your estate plan.

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Do I need a DNR?

I wrapped up a meeting with a woman who has been my client for many years. Her life had changed, and we revised her will, revocable trust, and powers of attorney. As she left the office, one more question came to her “Do I need a DNR?”

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Inherited IRAs Need Protection

The United States Supreme Court recently decided that an “inherited IRA” was not protected under the Bankrupcy Code and could be used to pay the debts of the beneficiary of the IRA.

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Inherited IRAs Need Protection

The United States Supreme Court recently decided that an “inherited IRA” was not protected under the Bankrupcy Code and could be used to pay the debts of the beneficiary of the IRA.

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Contact John

30+ Years Experience.
Personal Planning.
Plain English.

Committed to simplifying your estate planning. Let's work together to achieve your peace of mind.

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If you’re ready to take the next step, download the free Confidential Estate Planning Questionnaire