Checklists can help you organize your thoughts and prioritize the tasks that need to be done for a specific occasion. It can be highly beneficial to create a few checklists as you prepare for estate planning. Even when working with… Read More
Posts Tagged ‘estate planning documents’
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Do You Need to Update Your Estate Planning Documents in the New Year?
The start of a new year is an ideal time to review your estate planning documents. A lot may have happened in the previous year to impact your beneficiary decisions or the assets you hold. It’s important to consult with… Read More