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Is Your Estate Plan Outdated? Here's How to Know (and Fix It!)

Did You Miss Our Estate Planning Webinar?

Don't worry, you can still get all the valuable insights from Imants Holmquist and Kelley Duggan's session on "Is Your Estate Plan Outdated? Here's How to Know (and Fix It!)"

Here's what you can access now:

  • Webinar Recording: Revisit the key points discussed by our estate planning experts at your own convenience. Watch it here.

Key Takeaways:

  • Life Changes that Trigger an Estate Plan Update:

    • New Life (new member of the family)

    • New Job (either career change, retirement, or sale of material asset)

    • New Presidency (change in tax code)

Still Have Questions?

  • Contact the Speakers: Imants Holmquist and Kelley Duggan are happy to answer your specific questions. Reach out to them at imants@lawhg.net and kelley@lawhg.net

Don't Procrastinate! Secure Your Legacy Today

Having a current estate plan ensures your wishes are known and your loved ones are protected. Don't wait for a major life change – take action now!

  • Schedule a Consultation: Connect with a qualified estate planning attorney to discuss your unique situation.

  • Estate Planning Resources: Find additional information and helpful tools online. Read our latest article here.

By taking these steps, you can gain peace of mind knowing your future is secure. Share this with your friends and family who want to learn more!