10 Reasons To Have Your Estate Plan Reviewed
1. Marriage
2. Divorce
3. Birth of Children
4. New House
5. New Job
6. Retirement
7. Death in the Family
8. Change in Finances
9. Change in Beneficiaries
10. If it has been more than 5 years since you had your Estate written or reviewed
If you have experienced any of these situations, please contact us for a estate plan review. We would be happy to help make sure your plan is working the way you intend. If your plan is working, you can breathe easy for a few more years. If there are updates that are necessary, we will work with you to make the changes that are needed. Don't set your plan and forget it. Be Prepared.