Is Your Estate Plan Obsolete?
Does it need a Tune Up?
Is it “Good to Go?”
We live in an age where things move quickly. Microwave ovens, text messaging, live streaming video, video chat, email, etc. have all made our lives…well, faster. The world of estate planning is no different. Things change in an instant. New laws, births, deaths, incapacity, financial markets, and changes in relationships and job situations all impact your estate plan.
Let’s be honest. Nobody wants to think about death or disability all the time; but as things change, your estate planning documents need to change with them to ensure your plan works when you need it to work.
Invest seven minutes RIGHT NOW to review what’s happened in your life since you created your plan. This checklist will help you determine what changes might need to be made in your estate plan to guarantee that things for your family will be clear and simple when (not if) something happens to you and that your legacy, both personal and financial, is passed on in accordance with your wishes.
Your family will thank you for it!
Estate Planning Check-Up
Please select your responses to the following question.
If the question does not apply to you, select YES.