Wealth Preservation_Flipbook_2024

Staying Current Here is a checklist to consider in reviewing your estate plan. • Have there been changes in your family, such as the birth of a child or grandchild, a death, a divorce, or a remarriage? • If so, do your beneficiary designations reflect these changes? Even if your family has remained the same, do your designations still reflect your current wishes? • Have there been financial changes that could affect your choices? Have you bought or sold assets? Have you received an inheritance or a financial windfall? • Have there been changes in your health or the health of your spouse or other family members? Keep in mind that if you make changes to your estate plan, you may need to modify multiple documents.