Tag: Young Families

Do You Need to Update Your Estate Plan?

The same reasons people need estate plans in the first place also means that periodically, it’s important to review your estate plan to make sure it still aligns with your needs, assets, and dependents. As you get further and further from that day you signed your estate plan, those goals, assets, and dependents might change, you must update your estate plan with these changes in mind as they come. In this blog, I’ll go over signs its time to talk to an estate planner and get your plans updated.

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Estate Planning for Young Families with Children

When you start estate planning as a young family, there tend to be some differences involved, especially if you have young children. You need to ensure that your family will be financially sound and that there is a plan for them if you were to pass away. It’s important as a younger family to have at least a basic estate plan in place, to guarantee your wishes for your children are carried out.

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