View Post

Reviewing Your Estate Plan: Marriage

In Blog, Estate Planning by casalmoreno

Recently converted your engagement to a marriage? Make sure you consider revisiting your estate plan before or after the wedding. If you already had an estate plan prior to getting married, it most likely does not account for your spouse. After the celebrations end, it is wise to sit down …

Read More
View Post

When Should You Review Your Estate Plan?

In Blog, Estate Planning by casalmoreno

When should you review your estate plan? The best answer is frequently. After you complete your estate planning, it is important to remember not to neglect it. Life changes, and therefore so may your situation. We previously spoke about the importance of estate planning citing an example of building a …

Read More
View Post

Plan for the Care of Your Pets

In Blog, Estate Planning by casalmoreno

Recent studies have uncovered new health issues pets experience as a result of living longer. A specific example, dogs and cats 15 years and older can often experience animal dementia. As we noted in last week’s post, it is important to plan ahead for your estate planning. This includes considering …

Read More
View Post

Why You Should Plan Ahead

In Blog, Estate Planning by casalmoreno

In our previous post we discussed the importance of a will and some of its benefits. This week we discuss why you should plan ahead for estate planning. Prior to preparing your planning, you should consider the reasons why you want to plan ahead. As we have previously noted, proper …

Read More