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June 2021

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June is popular for weddings, which is appropriate as the month is named after Juno, the goddess of marriage, family, and home. And, with all that goes into planning a wedding it’s not surprising a topic like estate planning isn’t high on the list for the soon-to-be newlyweds. But it is something that should be considered when entering a marriage, especially if it is a second marriage and you’re blending families. One of the first things you may do is set...

Whether you get together with your dad in person, virtually, or catch up with him over the phone, part of your conversation can be centered around making sure he is protected.Checking on whether dad has an estate plan or if his estate plan is current is an easy way to start the process of making sure he will be safeguarded in the future. An estate plan goes beyond beneficiary designations and inheritances, and it’s important to make sure your father...

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