“The only constant in life is change.”
As estate planners, this quote is why we’ve chosen to do this work. We understand that every person has unique situations and priorities that impact their estate plan – and we want to teach them what strategies can best protect their family. Through years of experience, we know that plans need to adapt to the various changes that life brings.
Let’s see all the various life changes that require you to take a deeper look at your existing estate plan. Maybe you recently:
- Received a diagnosis that impacts decision-making
- Bought or sold property
- Became a business owner or sold a business
- Got divorced
- Received an inheritance that changes your financial picture
- Remarried & now have a blended family
- Retired
Any of these sound like you? Come in to our office for a free audit of your plan. We also suggest bringing it in for a “check-up” if it’s been over 5 years since you last reviewed or updated your plan, regardless of who created the plan in the first place. Your estate plan should protect you when you’re alive and prepare your family well for the future.
Take this quiz to see if any life changes qualify you for a free estate plan audit.
