Start with the questions.
Marriage, divorce, a new child, a death in the family, a move, a new home, or a new business can change the questions worth reviewing. A periodic check-in can help you see whether your current information still reflects your life.
Questions worth bringing to a conversation
- What changed since your last review?
- Are your beneficiaries and trusted people still current?
- Did you acquire property, accounts, or responsibilities?
You do not need every answer before you call.
Bring what you know. Jennie can help you organize the questions, understand possible next steps, and identify which licensed or qualified professional may be appropriate for your situation.
Estate Planning Answers is supported by a professional team that helps clients move from questions to action. Depending on your needs and location, services may include estate-planning and legal services through licensed attorneys, insurance services through licensed insurance professionals, investment services through appropriately registered or licensed financial professionals, and tax or benefits guidance through the appropriate professional. Availability and scope vary by state and individual circumstances. No particular legal, tax, insurance, investment, benefits, or medical outcome is guaranteed.