The SECURE Act: What does it mean for my Estate Plan?
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On January 1, 2020, the SECURE Act became effective, marking big changes to how retirement savings and planning will work going forward. ...
Christopher Blatter
- Jan 10, 2020
- 2 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, 2018
- 3 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, 2018
- 3 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, 2017
- 3 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, 2017
- 4 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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