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Has Your Estate Plan Kept Pace with Your Children’s Lives?

by johnireland | Estate Planning Essentials

The Problem Most wills are written when children are young. But children grow up — they marry, divorce, start businesses, accumulate debts, and have children of their own. An estate plan that was right ten years ago may no longer protect them today. Key Risks to...
Why Your Children’s Changing Circumstances Should Trigger an Estate Plan Review

Why Your Children’s Changing Circumstances Should Trigger an Estate Plan Review

by johnireland | Articles

The Plan You Wrote Then May Not Protect Them Now When most parents write their first will, their children are young. The provisions are straightforward: everything goes to the surviving spouse, and if both parents die, the children inherit equally. Guardians are...

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With over 25 years of experience in Estate Planning and three decades in Independent Financial Advisory (IFA), our team brings extensive expertise to the table…

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