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Tag: Rob Le Chevallier

9 Estate Planning Resolutions for the New Year

Estate Planning Resolutions for the New Year. Update the old will or trust that you have been procrastinating about. If it is more than 10 years old, the tax provisions no longer work in most cases. Make sure your personal representative or successor trustee is

Should You Update Your Estate Plan?

Clients often ask me when they should review and update their estate plan.  I recommend the estate plan should be reviewed every 5 years at minimum, but more often if there are significant life changes. Here is a checklist of events that may trigger an