Monthly Archives: March 2021

Top 10 Reasons to Review Your Estate Plan in 2021

We recommend that you review your estate plan every year to ensure it accurately reflects your wishes. In reviewing your estate plan in 2021, ask yourself the following questions to determine whether your plan is current or whether it needs to be reviewed and updated: 1. Has your health, finances, family situation, or your inheritance … Continue reading Top 10 Reasons to Review Your Estate Plan in 2021