Life changes can happen quickly and your estate documents can become outdated. Updating your estate documents can be a daunting task, but we are here to help. Together we can coordinate and comprehensively review the key considerations that can inform and affect:

  • Wills
  • Living Trusts
  • Irrevocable Trusts
  • Powers of Attorney
  • Living Wills

Take a moment to review the checklist, Issues to Consider When Reviewing Your Estate Planning Documents.

If you answer “YES” to any of these questions, be sure to consult with your financial advisor as individual situations may vary. For more information, contact the PBMares Wealth Management team.

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PBMares Wealth Management