08/14/2026
“We already have a will. Does that mean we’re all set?”
It’s a reasonable question. But I’d want to know quite a bit more before answering it.
When was the will signed?
How are your major assets titled?
Are the beneficiary designations on your retirement accounts and life insurance still correct?
Who can make decisions for you if you become incapacitated?
If you have minor children, does your planning address the practical realities of who could step in for them during an emergency?
A will can answer some very important questions. It simply isn’t designed to answer all of them.
And there’s another issue: your life keeps changing after you sign it.
Children grow up. Relationships change. You buy or sell property. Financial accounts change. The people you once chose for important roles may no longer be the people you would choose today.
That’s why I view estate planning as more than preparing documents. It’s an ongoing process of making sure those documents continue to reflect the family and life they were created for.
If it has been a while since you looked at your plan—or you’ve never looked beyond your will — this week’s article is worth a read.
Read the full blog to learn more. https://bit.ly/3TW26FO