You might want to sit down for this one. 2026 is nearing the halfway point! I know. I can’t believe it either. So, let me ask you something – did your New Year’s resolutions include updating your estate plan? And here it is … whoosh! Six months later, and you still haven’t gotten around to it yet?
Don’t panic. I’d like to remind you that all of my estate planning clients qualify for a complimentary estate plan review every three years. So, if we haven’t gone over your plan within the last 36 months, it’s time. I’d like to suggest you first review your plan for some key points, such as:
- Are your beneficiaries up-to-date?
- Have you experienced any life changes since we finalized your plan, such as marriage, divorce, a new baby, a death in the family, or a significant change in your finances?
- Have your assets changed significantly?
This is not a comprehensive list, but a quick check on your end might show you that we really need a get-together to update your plan.
Just call me at 513-399-7526. As always, I’m standing by to help.
Best regards,