10/19/2026
It’s National Estate Planning Awareness Week.
It’s a great time to take a few minutes to think about whether your estate plan still reflects your wishes.
Here are four questions to consider:
1. Do you have a will or trust, and when was it last reviewed?
2. Have you named someone you trust to make financial decisions if you’re unable to?
3. Have you named someone to make medical decisions on your behalf if you can’t?
4. Are your beneficiary designations still up to date and consistent with your wishes?
Life changes and your estate plan may need to change with it. A marriage, divorce, new child, change in finances, or other major life event can be a good reason to review your plan.
If you’re not sure where to start, we’re here to help.