Considerations when updating your estate plan

Creating an estate plan takes time and energy. It always feels good when the planning is done and the documents have been finalized.

Like almost everything related to financial planning, priorities, assumptions, expectations, and relationships tend to evolve over time making it important to review your estate plan on a regular basis to be sure it continues to reflect your desires.

Hopefully, this checklist will assist you in reviewing your documents and determining whether it is time for an update.  We will be happy to discuss your estate planning in more detail with you.

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