Is Your Estate Plan Updated for the New Year?
You should check your estate planning documents every so often, to make sure they’re still good, especially with big life changes like births, marriages, divorces, and moving to another state. Children grow up, marriages dissolve, property gets sold, residences change and laws change. It is critical that your estate planning documents are Long-Term Care Compliant so that you are in a position to successfully navigate a health care crisis without destroying your nest egg. That’s why we recommend that you consult us for an estate plan check-up every five years or so. What Happens If You Retire in Another State? ... Read More
