Tag Archives: Updates

Keep Your Plan Up-to-date

Posted on January 25, 2016 by Roger Billings

Successful estate plans are those that accurately express your wishes. As wishes change, the plan needs to be updated. A new year is a good time to review your estate plan and make sure it is up-to-date. Time Magazine published a … Continue reading →






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Birthdays and estate planning

Posted on July 14, 2014 by Roger Billings

You’re another year young. After all, birthdays are just a number, just a box on the calendar. Right? But sometimes birthdays start us thinking. Thinking about the past and the future, thinking about how old we are getting. Rather than … Continue reading →






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When to Update

Posted on March 28, 2014 by Roger Billings

  What is the point of doing an estate plan if I am just going to update it later? My answer to this frequent questions is that if you know for certain that you are for going to live another … Continue reading →






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Hidden Perils of Refinancing

Posted on September 7, 2011 by Roger Billings

Be informed when refinancing a home in a living trust. The secret is out. Refinancing contains hidden perils for homes in revocable trusts. Recently I received a call from a client who fortunately had the good sense to question what … Continue reading →






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Resolution: Keeping the Estate Plan Updated

Posted on December 22, 2010 by Roger Billings

“You can always amend a big plan, but you can never expand a little one. I don’t believe in little plans. I believe in plans big enough to meet a situation which we can’t possibly foresee now.” Harry S. Truman … Continue reading →






Posted in Bypass Trusts, Congress, Estate Planning, Federal Estate Taxes, Living Trusts | Tagged , , , , , , , | 2 Comments