New year; new Will.
Happy new year!
The beginning of a new year is such a great time to get organized. Not sure about anyone else but it always makes us feel so optimistic for the year ahead.
If you feel similar, consider reflecting on your estate plan as a part of getting organized.
Do you have a Will?
Power of Attorney?
Personal Directive?
Are any updates needed?
Be sure to review your Will AND your beneficiary designations on any registered accounts or life insurance + any documents that interact with your estate plan, like family law agreements and shareholder agreements.
You might also be interested in our post: When to Review your Estate Plan
We would love to make it super easy for you to check making (or updating!) a will off your to-do list this year. Have any questions? Feel free to reach out any time.
Free consultations can be booked online here.
