Reviewing your estate plan can be a daunting task, and it is easy to keep putting it off as something to be done in the future. However, it is extremely important that your estate plan is current, and now is the time to ensure your assets will be passed on to your beneficiaries at your determination. There are many reasons to consider reviewing your estate plan. Perhaps your family dynamics or your financial situation changed over the years, and you want your estate plan to reflect these changes. Maybe you just want a refresher on what your estate plan is. Whatever the reason may be, reviewing your estate plan to ensure it still reflects your current situation is always a good idea.
As you review your estate plan (either yourself or alongside your estate planning attorney), we’ve put together a comprehensive checklist that outlines common considerations that may impact your plan.
Reviewing & Updating an Estate Plan
While checklists and flowcharts can help you identify different opportunities, we are always available to meet with you to discuss your financial needs and goals, and help to identify what the best opportunities are for you.
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