07/29/2026
As we reach the midpoint of the year, it is a good time to pause and ask: Does your estate plan still reflect your current wishes and circumstances?
Here are a few important questions to consider:
🔹 Have you experienced a major life change? Marriage, divorce, remarriage, the birth or adoption of a child or grandchild, a death in the family, purchasing a new home, starting a new business, or retirement can all impact how your plan operates.
🔹 Do your decision-makers not align with your wishes anymore? Your executor, trustee, and powers of attorney should be individuals who are still willing and able to serve when needed.
🔹 Could your assets and beneficiary designations use a quick review? Retirement accounts, life insurance policies, and property titles should align with your will or trust to avoid unintended outcomes.
🔹 Has it simply been a while since you checked in on your plan? Even without major life changes, estate plans should still be reviewed periodically to remain current with evolving laws and aligned with your long-term goals.
If the answer to any of these questions is “yes”, then do not hesitate to contact us to schedule a review of your estate plan. We are here to help you keep everything aligned and up to date.
