It’s Time to Give Your Estate Plan a Check-Up

Many people tend to view estate planning as a “one-and-done” to-do list item. That may be a mistake. Things change over time – with you, your family, the economy, and your finances – and it’s hard to know how your estate plan will be affected if you don’t review it every once in a while. It doesn’t have to be every day, but you should at least treat your estate plan check-up like an annual physical and take care of it once a year.

Click here to read the article.

This communication is for informational purposes only. No content or reference to a third-party article is intended to be a recommendation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice. This commentary does not necessarily reflect the opinions of all employees or XML Financial Group and its affiliates (“XML”).  XML is not responsible for any actions taken related to this information.