When you’re good to others, you’re best to yourself.
– Benjamin Franklin
What To Know About Reviewing Your Estate Plan
- have experienced a change in family circumstances and would like to alter the amounts, timing, and/or recipients of wealth transfers under your plan;
- want to confirm that your General Power of Attorney, Health Care Power of Attorney, and Living Will are up to date to comply with any recent changes in state law or changes in personal preferences;
- would like to refresh your understanding of your estate documents and the relevant rules.
Whatever the case, it is important to review your estate plan periodically. Reluctance to address these subjects is natural, but we can help guide you through the complexities to ensure your wishes are carried out and your family and assets are protected.
To facilitate a productive discussion with your estate planning attorney, here is a checklist that outlines key considerations that are fundamental to an estate planning review.
Other Estate Plan Considerations
As you review your estate plan, questions may come up. We’ve highlighted some of the most frequent questions we hear from our clients. Each question has an associated checklist that highlights key considerations.
While checklists can help you identify different opportunities to consider, we are always available to discuss your financial goals and to help you identify what the best opportunities are for you.
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This content is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
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