Estate Plan Review

Life changes. Your estate plan should too. Don’t forget to do an annual estate plan review to ensure your plan still meets your needs. Estate planning is an ongoing, lifelong process. Your estate plan should be reviewed frequently to ensure your current wishes are known, your changing needs are addressed, and your long-term goals are achieved. An annual review provides you with the opportunity to consider your present circumstances and to modify your estate plan as necessary to ensure your wishes are carried out upon your incapacity or death.  Click here to get my annual estate plan review checklist.

 

Visit me @ Rebecca Wade | Meyer Capel, A Professional Corporation | 306 W. Church St. | Champaign, IL | 217.352.1800

Disclaimer: I am an attorney, but I am not your attorney. This post is for general informational purposes only and is not legal advice. This post does not create an attorney-client relationship and commenting on this post does not create an attorney client-relationship. The author is not liable for losses or damages incurred for any actions or inactions taken by others related to this post. If you need specific legal advice, consult a qualified attorney licensed in your jurisdiction.