The warm weather and spring season bring one of our favorite tasks… Cleaning!
Just kidding… But like how you might clean your home, you should implement Spring cleaning for your estate plan by reviewing and updating your documents and asset alignment. Keeping your estate plan updated is important because if your most recent wishes and situation aren’t outlined, you will not be able to put your plan in place. To inspire your Estate plan cleaning, here is a laundry list of tasks to make sure that your plan is in the best shape possible!