Life can bring about swift changes, causing your estate documents to fall out of sync with your current circumstances. The process of revising these documents might seem overwhelming. Your wealth advisor can help you thoroughly assess the crucial factors that may influence and impact your wills, living trusts, powers of attorney and more.
To help ensure that your estate planning remains up-to-date and aligned with your evolving needs and preferences, we are providing this checklist: Issues to Consider When Reviewing Your Estate Planning Documents.
Read the full article and download the checklist on the PBMares Wealth Management website.