Updating Your Estate Plan

September 16, 2020

Before updating your estate plan, there are many issues you should consider.  Having an estate plan in place is a critical part of planning for your future.  It is important to make sure you update your estate plan with any changes or new circumstances.  Use this flowchart provided to help guide you through considerations before you update your plan.

Download the flowchart here.

Contact us for more information or help with your estate plan.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, CA, DC, FL, GA, IN, KY, LA, MI, MO, MS, NC, NV, NY, OH, SC, TN, TX, VA, WA, WI.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.