How updated is your Will?

As we have begun a new year, it is a good time to reflect and consider our lives and see many changes and updates with our extended families and friends. This is also a great time to consider how up-to-date, your Will is. If this is something that was crafted many years ago, it should probably be reviewed to ensure that the Will is current.

These things are very easy to push off to another time, however the fact is that none of us knows how much time we have, no matter our age.

I would encourage you to think about this and set a goal to review this or craft this for the very first time in 2024!

While there are free and or low cost Will kits available online and in stationary stores, I highly recommend the professional services of a lawyer who will ask you lots of questions about your situation so that your Will can be prepared with your specific circumstances and needs in mind.

I've been a licensed financial advisor since 2016.  For the 1st quarter, my insurance team and I are committed to reviewing insurance policies to ensure you have adequate coverage.  For those who do not have any insurance, we can sit down and find out your options.