Private Clients Advisory: It’s time for your Annual Personal and Estate Planning Review

As the leaves change and the holiday season approaches, we think about family and friends. Year-end is also a good time to think about taking care of personal matters. Do you have any unfinished personal or estate planning items to be completed?

Our Private Clients Group is here to help you plan your future. This Private Clients Advisory will assist you in reviewing and updating your estate planning documents and suggest steps to take before the end of the year.

Your estate plan review covers items including:

  • Will
  • Revocable trust
  • Durable power of attorney
  • Health care directive
  • Changes in personal condition or economic situation
  • Beneficiaries
  • Digital assets

Download the checklist here.

How Can We Help You?

To discuss how we can help you navigate your legal questions, problems, or concerns, please contact us today.

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