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Reviewing Your Estate Plan

Home » Windward Passages » Reviewing Your Estate Plan

Reviewing Your Estate Plan

Posted on: May 11, 2023

When you’re good to others, you’re best to yourself.

– Benjamin Franklin

 

What To Know About Reviewing Your Estate Plan

Perhaps you…

  • 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.

What should I consider when creating an estate plan?

What should I consider if my spouse or parent has passed away?

What should I consider when reviewing my beneficiaries?

What documents do I need to keep on file?

 

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.

 

Photo of the Month

Drew Osborne and Nick Hartley at our new Kansas City, MO location in the Northland.

 

 

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.

Windward is an SEC registered investment adviser. The Firm may only provide services in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Windward’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

Filed Under: Estate Planning, Newsletter, Recent Posts

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OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Hours of Operation:
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851 NW 45th St., Suite 106 Kansas City, MO 64116
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913-381-7411

 

Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
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