Estate planning isn’t set-it-and-forget-it. With new tax laws and life changes, now’s the time to review your estate documents to keep your legacy aligned with your goals.
Are you prepared for the future? Ensuring your estate plan reflects your current circumstances is crucial. Learn how regular reviews can prevent potential legal hassles and make sure your wishes are respected, no matter what life throws your way.
The job of financial planning is to help prepare your finances for the challenges and opportunities that lie ahead, even if one of those challenges is a terminal illness. Here’s guidance on steps you can take to get your affairs in order should you face that diagnosis.
