Document Review

Updating Your Estate Plan

By Jennifer Cowan / October 3, 2017

Fall is here, and soon the holidays. Now that we have put summer behind us it is time to think about what remains to be done in 2017. For some of us that means there is still time to update our trusts and other estate planning documents (or start the process if we don’t have…

Read More...

Funding Your Trust

By Jennifer Cowan / June 21, 2017

It’s summer. Clients often contact me to make sure that all their estate planning documents are in order before a vacation. There is nothing like a trip to make you wonder if you have prepared for all eventualities (which as we all know, is impossible, but we do our best). Clients may also take the…

Read More...

2016 Resolutions

By Jennifer Cowan / January 4, 2016

January, time of new beginnings. If you have been holding off on estate planning now is the time to make a resolution for this year. I know that I was running around like crazy in December trying to finish all the (personal) items on my to-do list for 2015. Hello Xfinity/Comcast! Hello eye doctor! Hello…

Read More...

Happy Thanksgiving

By Jennifer Cowan / November 2, 2015

November! This is one of my favorite times of year. I love Thanksgiving, the theme of gratitude, and all the holiday events and traditions of November and December. Last month a few of my office suite-mates and I took the day off for a field trip into the City. We saw a matinee performance of…

Read More...

Keeping Your Estate Plan Up to Date

By Jennifer Cowan / March 3, 2015

Welcome to March! There are a couple important dates in March: my birthday, for one, and of course Saint Patrick’s Day. My youngest son used to make Leprechaun traps. This was a particularly tricky business because you essentially only got one chance; if the leprechaun escaped you had to wait another long year for the…

Read More...