With the new year comes our new year’s resolutions, hope for health and wellbeing, and the excitement of better things to come. It’s a time for us to reflect on the year in our rearview mirror and lessons learned while eagerly anticipating what lies down the road.
Changes to the law, your family, your circumstances, and your objectives may change how well your current plans suit your needs. We have developed the 2024 Estate Plan Checklist for taking an inventory of events and circumstances that may change how your plan should be designed and structured.
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