Marriage, children, loss of a loved one, divorce, separation, relocation, retirement and tax law changes.... Life moves quickly, and change is the only constant, so it is likely that a lot has happened since you last updated your estate plan.
What is the best way to keep your estate plan current? It is critical to carry out a periodic review and update it accordingly. Here is a quick checklist to help you stay on track.
Did you answer Yes to all 10 of these questions? If the answer is No, then we should talk!
The key to a comprehensive estate plan is to have a great team in your corner.
Help is here! Together we can review your current situation and determine what may require updating. Call or email today to get started!