by Allen L. Poucher, Jr | Dec 20, 2018 | Blog
The holidays are a special time of year for families to gather and spend time together. For parents and grandparents, the holidays can also be an occasion to update an estate plan. Life events, such as the birth of a child or grandchild, may have occurred since an estate plan was last revised. Plus, changes in tax laws, investment markets or the sale of assets may require additional planning. With everyone in the same place, and a new year...
