An often overlooked but important New Year’s resolution is a review of your will and other estate planning documents (assuming you already have an estate plan; if not, we highly recommend that you should). Below is a basic checklist of items we suggest you review annually.
1. Major Life Changes.
Have you experienced any major life changes (gotten married or divorced; had a child or adopted a child; moved to a different state; had a death in the family; experienced a major financial event)? Any of these may affect your estate planning, and your documents may need […]