Refresh Your Estate Plan Before the New Year
Small changes can make a big difference. Our Fall Estate Planning Refresh Guide walks you through the key updates to review so your documents protect what matters most. Whether you’ve had major life changes or it’s simply been a few years, now is the perfect time to check in.
Inside the guide, you’ll learn:
- What to check in your estate plan before year-end
- How to update beneficiaries and decision-makers
- Which documents need review after life changes
- Why tax or state law changes may affect your plan
This guide is designed to be simple, practical, and easy to act on, all in one checklist.
Start the new year with peace of mind and a plan that reflects your life today.
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