Is Your Estate Plan Up To Date?
Estate planning is a critical step in protecting your family and ensuring your wishes are carried out, but it’s not a one-and-done process. Life is constantly changing, and those changes often have a significant impact on your estate plan. That’s why periodic reviews are essential. Why Updating Your Estate Plan Matters Over time, various factors can make parts of your estate plan outdated or ineffective. These might include: Family Changes: Marriages, divorces, births, and deaths all affect the distribution of your assets and who you may want to name as guardians, trustees, or beneficiaries. Financial Changes: Significant increases or decreases ... Read More
