October 21-27, 2024, is National Estate Planning Awareness Week—a timely reminder to think about your estate plan. If you haven’t yet created an estate plan, we have a handy guide to help you understand the basics. You can check it out here: Estate Planning Guide.
If you already have an estate plan in place, now is a great time to review it to make sure it still aligns with your needs and goals. Changes in your personal circumstances, finances, or family dynamics can significantly impact your estate plan. Additionally, don’t forget to check your beneficiary designations, as those play a crucial role in ensuring that your assets are distributed according to your plan.
As always, our Estate and Business Succession Planning team at O’Neil Cannon is here to assist you with any questions or concerns you may have. We can guide you through the process of creating an initial plan or help you review and update your current plan. Let’s make sure your estate plan is not just a document in a drawer, but a reflection of your current intentions to preserve your legacy.
