There are all sorts of formalities to an estate plan. Does that mean you can’t change anything by yourself? Read on to learn how your estate plan, if done properly, can give you the flexibility to make changes by yourself as to certain assets.
Latest posts by Charlie Amen (see all)
- Updating Your Plan: Powers of Attorney - January 17, 2021
- Updating Your Plan: Your Trust or Will - January 14, 2021
- Tax Planning for 2021 - January 11, 2021
