You should always think of your estate plan as a living document and make changes whenever necessary. But how will you know when it’s time to make changes?
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No one wants to bring up tough topics, especially during the holidays. However, because this time of the year presents more opportunities to spend time together, it’s often an ideal time to bring up tricky conversations.
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We know that no one wants to think about their end-of-life planning, so that’s why we want to make this important process as easy and pain-free as possible for our clients.
One of the questions we hear most often is: When is the right time to start my estate plan?