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. Considering a fresh look for National “Make a Will” Month this August? If you have any thoughts about your estate strategy, we're here to talk. |
August is National Make a Will Month
