There may be changes in your personal and family situation like births, deaths, marriages, divorces, illness, injury or disability of you or a loved one. There can also be changes in your financial situation, such as changing jobs, retiring or if you receive an inheritance.
Estate planning isn’t only for the rich. Without a plan in place, there could be a long-lasting impact on your loved ones, even if you don’t have a pricey home, large IRA or valuable art to pass on. Are you still not convinced that estate planning is necessary?