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Reviewing and Updating Your Estate Plan

Published by Ben Goethel

While I no longer prepare estate plan documents, as a former practicing estate planning attorney, I know how important it is to review your estate plan with regular frequency and at least as often as every three to five years. It’s also good practice to review your estate plan after any life events, such as the birth of a child. Read more


Don’t Treat Your Home Like A Cash Cow

Published by Ron Carson

Almost everyone once thought of their house as their largest and safest investment—until the bubble burst.

For generations, prudent “savers” would put sizable chunks of their incomes into their homes. Read more



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