Senior Wealth Advisor Bob Peterson emphasizes the importance of regularly updating your estate plan to ensure it aligns with your current circumstances and protects your family’s wealth in this piece for MarketWatch. He outlines some of the life events—both expected and unexpected—that should prompt you to review your estate planning documents.
“Life has many twists and turns, but estate plans can at least provide some definitive control over our financial lives—and those of our spouses and children. Amid unexpected or undesirable circumstances, a trusted financial adviser can work with you to revisit your estate plans to make sure you financially protect yourselves and your loved ones.”
Read the full article here.