Estate plans benefit from some maintenance and attention over time. It’s a good idea to review your estate plan every few years, or if you’ve experienced a significant life event, such as a birth or death in the family or a significant change in net worth.
If you have an existing estate plan, we will discuss your changed circumstances and goals, and we will ensure that your plan is revised to account for changes in estate or tax law. Please request our Estate Planning informational packet and you will receive instructions on next steps and how to provide us with copies of your existing estate planning documents.