Christopher BlatterFeb 20, 20203 minThe SECURE Act: What does it mean for my Estate Plan?On January 1, 2020, the SECURE Act became effective, marking big changes to how retirement savings and planning will work going forward. ...
Christopher BlatterJan 10, 20202 minRefinancing your home? Make sure it stays in the TrustWith interest rates dropping, I seem to get more and more clients asking me, “Can I refinance my house once it is in the Trust?” The...
Christopher BlatterAug 13, 20183 min3 Reasons to Reconsider DIY Wills and TrustsDo-it-yourself Estate Planning services have been rising in popularity for years because of how easy it is to do from home, low costs,...
Christopher BlatterMay 30, 20183 minIs Life Insurance Alone "Good Enough" for Estate Planning?A life insurance policy is one of the best ways to ensure that your loved ones are taken care of in the event of your death.
Christopher BlatterAug 3, 20173 minWhen do I Need Estate Planning?Many people believe that they should only start to worry about their estate planning at retirement. However, there are many life events...
Christopher BlatterJun 12, 20174 minPlanning for Young FamiliesBeing the dad of two young boys, I often meet new parents while attending birthday parties, school events, and play dates at the park. ...