LIFE EVENTS
QUESTIONS

Planning Your Estate

Q.1. What do I need to do to ensure my estate plans are in order?
A.

In establishing your estate plan you need to ensure that you have a will with clear intentions and identified beneficiaries. You also should have power of attorney established. You should review these goals for your estate regularly. These can change once you retire. Ensuring these are up-to-date will make things easier to settle your estate. You should review your estate plan whenever there are important life changes.