10 Questions Everyone Should Ask themselves At Least Once a Year

One way to help you figure out if you actually need to do something with your Estate Strategy is to answer some key questions about what happened in the past year. Many of these changes can trigger the need to reexamine where you are today.

10 Questions to Get You Started

While there are many questions, here are 10 to get you thinking and to help you see if there is a need to revisit where you are today as compared to where you were when you developed your initial Plan.  If you can answer YES to any of these 10, it is highly advisable to do a quick review with your estate planning attorney to make sure you are covered the way you want.

I hope you find a lot of value in this article. It is designed to help guide you keep your wishes up to date and to protect your loved ones. Our entire focus of putting this together is to help you organize your thinking when you are calm and in a state where you can think clearly about your situation. We know this will also be of great help to many of your friends. We strongly encourage you to send them the link to the article so they can download it. As I say to everyone, we’re here to help each other…that’s our job as human beings. We hope you will help others as well and share this with others.

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