When was the last time you reviewed your will or estate strategy? August is National "Make a Will" Month, an excellent annual reminder to update or create your will. A will can outline your wishes and help guide the settlement of your estate. Has there been a birth, marriage, divorce, passing, retirement, out-of-state move, tax law change, or asset change since you last reviewed your will? If any of the above applies, it may be time to take another look. After all, a little time and attention now may save your beneficiaries time and headaches, so now is the time to get your estate strategy in order. If you are considering making any changes to your estate plan, let's have a quick chat.Schedule a time with Roxanne - CLICK HERE |
August is National Make a Will Month
