If you attended the January 18 Seminar, the following are some of the important takeaways from the presentation:
Do you need to update? Set up a check-up appointment. Remember: Birth, Death, Marriage or Divorce, Debilitating Disease, Death, and at least every 4 years
Meet with your Financial Planner or CPA to determine if you have an Estate Tax issue. If you do, call for a check-up appointment to discuss your options.
If you recently lost a loved one, call for the "Letter." If you are concerned about a parent or the surviving spouse, have them call to set up at Estate Planning meeting or a check-up meeting to make sure they have everything in order.