Does your estate plan reflect your current goals and wishes, or is it a reflection of your state of mind back when you first established it? If you identify with any of the situations outlined below, you may want to consider making changes to your will, trusts, powers...
Revisiting a trust executed decades ago
You may have executed a revocable trust decades ago in Florida with your spouse, naming your spouse as the primary beneficiary of your trust assets. However, now in your old age you may find yourself a widow and your children are grown. At this point, you may want to...