An important element of a successful financial plan is your estate plan.
Maybe…
- You have been putting off your estate plan for years;
- You want to control how your beneficiaries get access to your assets upon your death;
- Your family circumstances have changed, and you’d like to alter your estate plan to reflect these changes; or
- You’d just like a refresher on your current documents.
Whatever the case, it’s important to get your estate plan done and to review it periodically. We have a checklist that outlines 19 considerations that are fundamental to estate planning preparation and/or review.
Take a look at this checklist. Does anything jump out at you? Either you know that you have needed to do this for years…or you did it years ago and have no idea what your documents say?
Get started today!
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this content, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for you or your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter (article) serves as the receipt of, or as a substitute for, personalized investment advice from Allos Investment Advisors®, LLC.
The content of this letter does not constitute a tax or legal opinion. Always consult with a competent professional service provider for advice on tax or legal matters specific to your situation. To the extent that a reader has any questions regarding the applicability of any specific issue discussed in this content, he/she is encouraged to consult with the professional advisor of his/her choosing.
Published for the blog on June 6, 2025 by Allos Investment Advisors®, LLC.
