Don’t neglect your estate planning – review your document today!
Estate planning is a critical part of ensuring that your wishes are honored after you pass away, but it’s not a one-and-done task. Over time, your circumstances and priorities may change, which is why it’s essential to review your estate plan regularly.
By reviewing your will, power of attorney, and other estate planning documents, you can ensure that they still reflect your wishes and that they are up-to-date. This can be a opportunity to make any necessary changes, such as updating the names of your executors, trustees, or beneficiaries.
Don’t neglect your estate planning. Take a few minutes to review your documents today and make any necessary updates.
If you have any questions or concerns, I would be happy to discuss your options with you.
The foregoing information has been obtained from sources considered to be reliable, but we not guarantee that it is accurate or complete, it is not a statement of all available necessary for making an investment decision, and it does not constitute a recommendation. Any opinion are those of Martin K. “Bo” Brown and not necessarily of Raymond James.
Raymond James and its advisors do not offer legal advice. You should discuss any legal matters with the appropriate professional.
