10/19/2026
It's National Estate Planning Awareness Week. 📋
Which makes this the perfect week to answer four questions honestly:
1️⃣ Do you have a will or trust, and has it been reviewed in the last three to five years?
2️⃣ Have you named someone to make financial decisions if you can't?
3️⃣ Have you named someone to make medical decisions if you can't?
4️⃣ Do your beneficiary designations match what you'd actually want today?
If you hesitated on any of those, that's your starting point. Not all of it. Just the first one.
👉 This is the week. Reach out to our team today.