A good estate plan is like a mirror, it should reflect you values and relationships in their highest, best and most current form.
Millions of Americans are excperiencing dramatic changes in their financial assets, living arrangements and other life circumstances. Are you one of them?
Simple changes in your life can have a significant impact on your estate plan. Have you moved? Bought or sold property? Has someone in your life passed away? Has your health changed/
If so, how will those changes affect your legacy? Can you still recoginize your best self and the legacy you want to leave in your current estate plan?
If you currently have an estate plan we suggest you have professional help in reviewing it to make sure it is up to date. If you do not have an estate plan you consider one. |