Focus On Your Estate Plan

October 21-27, 2024, marks National Estate Planning Awareness Week. This is a perfect opportunity to focus on your estate plan. If you haven’t established one yet, now is the ideal time to start. Our site can walk you through the basics of estate planning.

For those who already have an estate plan in place, this week offers a chance to remember to have it reviewed to ensure it still fits your needs. Plans should be reviewed every three years to keep up with changing laws and examine whether any changes need to be made because of changes in your circumstances. Personal, financial, or family changes may affect your plan, so it's important to reassess it periodically. Be sure to verify your beneficiary designations as well, as they are key to distributing your assets as intended.

Our team is available to answer any questions or concerns. Whether you need help crafting your first estate plan or revisiting an existing one, we’re here to support you. Let’s ensure your estate plan reflects your current wishes and protects your legacy effectively. Give us a call today at (605) 275-5665.