Estate Planning Review

We know that estate planning is easy to put off, but whether you have been procrastinating for years, need to adjust your beneficiary details due to life changes, or simply have no idea what your old documents actually say, it remains a critical element of your financial success. To help you get organized, we’ve developed a checklist of 19 key considerations designed to guide your preparation and review. Take a look to see what jumps out at you, and then schedule a time so we can help you secure your legacy.