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, 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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