Is your estate plan keeping up with life’s changes?
Custom plans follow a custom path because not everybody’s journey in life looks the same.
Reviewing your estate plan every 3-5 years is an important part of keeping your plan relevant to changes in your family, your assets, and the law.
Join Attorney Andrew Knutson for a 90-minute presentation to review roles and responsibilities in your estate plan, have an opportunity to ask questions, and help you better understand:
- Tax changes and other relevant changes in the law that may have impacted your plan
- Funding and maintenance of your estate plan
- Duties of a successor trustee and other agents
If you don’t currently have an estate plan, come and learn what you need to consider.
This event is over and registration has been closed.