Annual Estate Plan Health Check

Every year we evaluate and set goals for our health, our time, our work and our families. But what about your existing plans – specifically, your estate plan? As your life shifts, so too should your estate plan. Therefore we’ve developed a checklist to help you evaluate your unique circumstances.

Click here to download our checklist and begin your estate plan health check.

Please note that we anticipate significant changes to income, gift, and estate taxes in 2021. The changes are expected to increase income taxes, capital gains taxes, and gift and estate taxes. We cannot predict with certainty the extent or nature of the changes, but it’s likely that any such changes will impact the results of your existing estate plan. Please contact us to discuss the impact to your plan.

We encourage you to contact your Smith Haughey estate planning attorney to discuss whether your plan should be updated.