Be WELLthy Blog

When to Update Your Estate Plan: 5 Critical Life Events

By Dan Moore, CFP^® | Apr 27, 2026 |

Your estate plan needs updates after divorce, inheritance, moving states, or selling a business. Learn when to review it and what to change.

April 20, 2026 |

Navigate spousal and child support by understanding the tax rules, modification options, and financial planning strategies.

April 13, 2026 |

Thinking about buying a second home? Explores the real costs, liquidity trade-offs, and wealth alignment decisions most buyers miss.

April 10, 2026 |

Our Q1 2026 investment update reviews performance, answers client questions, and highlights key market themes.

April 06, 2026 |

A personal story about retirement planning, vocational freedom, and aligning career, family, and purpose when deciding when to step away.

March 30, 2026 |

Washington’s new tax law prompts a review of your timeline, giving strategy, trust structures, and income mix.

March 23, 2026 |

Your down payment isn't just about the house. Deciding how much to put down is about everything else you're trying to fund.

March 16, 2026 |

A move for taxes alone misses the point. Explore the geography of wealth—how life priorities, taxes, and timing shape relocation decisions.

March 09, 2026 |

Align your wealth with your values. Invest with impact to support your long-term goals while reflecting your values.

March 02, 2026 |

One of the most common questions I hear from clients is: ‘How can I maximize the impact of my charitable giving?’ #HalfMyDAF offers…