Publications

Annual Estate Plan Health Check

As life shifts, so should your estate plan!

January 16, 2020

Every year we evaluate and set goals for our health, our time, our work and our families. But what about your existing plans - specifically, your estate plan? As your life shifts, so too should your estate plan. Therefore we've developed a checklist to help you evaluate your unique circumstances. 

Click here to download our checklist and begin your estate plan health check. 

We encourage you to contact your Smith Haughey estate planning attorney to discuss whether your plan should be updated.

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