Hudson Valley
Estate Planning

Secure Your Legend

Need an Estate Plan Check-up?

Think estate planning is a “set it and forget it” exercise? Think again! Most likely, a lot has changed for you recently that may impact your estate plan, including:

  • Has your home increased in value? In a recent three-year period, home values increased 45% nationally.
  • Has the value of your investment portfolio increased? The S&P 500 has increased over 40% since January 2020.
  • Do you have a new spouse, home, child, or grandchild? If so, you should consider changing your heirs, adding new heirs, and/or adjusting the gifts each heir is set to receive.
  • Do any of your heirs now need a larger financial gift? Medical events and changing financial circumstances of your heirs may encourage you to adjust the gifts they will receive. 
  • Have you lost faith in or contact with your executor? Sadly, relationships with family and friends can wane. If you no longer trust your current executor, you may consider making a change.

If you answered “Yes” to any of the questions above, it’s time for a free check-up on your estate plan.