Investor Minute

Checklist: What Issues Should I Consider Before I Update My Estate Plan?

We’ve made a lot of progress on your financial plan this year. Something we may need to review is your estate plan.

Perhaps you…

Have experienced a change in family circumstances, and you’d like to alter the amounts, timing, and/or recipients of wealth transfers under your plan;
Want to confirm that your General and Health Care Powers of Attorney and Living Will are up-to-date in light of any changes in state law or personal preferences; or
Would like to refresh your understanding of your documents and the relevant rules.

Whatever the case, it is important to review your estate plan periodically. Nevertheless, you might be reluctant to address the subject or review your documents. This 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, we have a checklist that outlines 19 considerations that are fundamental to an estate planning review: click here .

While the checklist can help you spot good ways to identify all the different opportunities to consider, we are always available to meet with you to discuss your finances and goals and to identify what the best opportunities are for you.

Please contact us today to schedule a time to discuss this further, by clicking here.