Have you reviewed your estate plan?
Do you have an estate plan? Now is a good time to review your estate planning issues. Setting up your estate plan is a solid first step, however, you need to re-evaluate your plan for things like marriage, divorce, another child, change of beneficiaries or change of trustee. It is suggested that you review your estate plan every three to five years. Is it time to review?
Let us know if we can assist you in either starting your estate planning or making changes!