Christopher Blatter
The 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. ...
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Christopher Blatter
Jan 10, 20202 min
Refinancing your home? Make sure it stays in the Trust
With 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...
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Christopher Blatter
Aug 13, 20183 min
3 Reasons to Reconsider DIY Wills and Trusts
Do-it-yourself Estate Planning services have been rising in popularity for years because of how easy it is to do from home, low costs,...
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Christopher Blatter
May 30, 20183 min
Is 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.
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Christopher Blatter
Aug 3, 20173 min
When 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...
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Christopher Blatter
Jun 12, 20174 min
Planning for Young Families
Being the dad of two young boys, I often meet new parents while attending birthday parties, school events, and play dates at the park. ...
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