Is It Time for an Upgrade?
With the start of a new year, many people take stock of their lives and look for ways to add value through positive changes. In addition to diet, exercise, and other healthy habits, I encourage you to consider a review and update to your estate plan. Now is a good time to pull out your will, beneficiary designations, living trust and other documents to ensure they are still consistent with your wishes. I’ve seen situations in which a marriage, divorce, birth of children, deat