Estate planning is important, but don't create a plan and stop there. It's equally as important to check and update your plan regularly.
What you'll learn by reading this e-book:
How often you should review your existing estate plan
What questions you should ask during these reviews
Plus, you'll get a printable checklist of these questions so you can bring it with you to reviews and make sure all the important topics are discussed
Plan for the future, but remember that nothing is set in stone. Regularly revisiting your estate plan with your team of financial and legal professionals is the best way to ensure that your legacy will be passed on properly.
Fill out the form to the right to download your free e-book now!
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