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Reviewing & Updating Your Estate Plan: When & Why It’s Necessary
Life is full of changes—your estate plan should keep up. Learn when and how to review your plan to account for life events like marriage, divorce, or the birth of a child. We’ll show you how to keep your plan up-to-date and ready for whatever the future holds.
Highlights
How often should you review your estate plan?
What life changes trigger the need for an update?
Checklist for reviewing and modifying your estate plan.
Q&A session with our estate planning experts.
Date & Time: Tuesday, March 4th at 12:15-1:00pm
Duration: 30 Minute Presentation | 15 Minute Q&A
Secure your spot HERE and take the first step towards a foolproof estate plan!