Blog Author: Spencer Malone

Why Every Young Parent Needs a Will: The Importance of Guardianship and Trust Language

As a young parent, your life is filled with love, joy, and the sometimes-overwhelming responsibility of raising your children. While you might think that estate planning is something for older adults…

Understanding the Boomer Transfer of Wealth: Challenges Ahead

We are witnessing one of the largest transfers of wealth in history. However, this significant financial shift is not without its challenges. For many, particularly younger generations like…

When Should You Update Your Estate Plan?

Your estate plan should never be set in stone. A good estate plan evolves over time, based upon changes to your health, assets, family relationships, and new laws. All of these changes can…