While you’re living the adventure of the day-to-day, it can be easy to lose track of how quickly things change. As life goes on, your estate plan may still be stuck twenty years in the past. It is well worth evaluating and updating your plan so it serves you and your family’s current needs.
As you review milestones from the last couple of decades of your life, ask yourself the following questions to determine where you might need to make revisions to your plan:
You first put together your estate plan for peace of mind, but your needs have changed over the years, and you may be holding onto a false sense of security. It’s worth the time to review and update your plan for a renewed peace of mind.
As comprehensive estate planners, we are committed to helping families preserve their legacy by protecting their wealth for future generations, minimizing estate taxes, and avoiding the chaos of probate. In a free consultation, we’ll guide you through updating your estate plan today, ensuring that your descendants will be cared for tomorrow and your dreams are preserved.
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