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Reasons Reviewing Your Will Ensures That Your Estate Plan Reflects Your Current Wishes

Photo of a Last Will and Testament with a pen.

Reviewing your will is something that many people know they should do but often put off. However, various life circumstances and legal changes can significantly impact your estate planning needs. Ensuring that your estate plan, including your will and other estate planning documents, reflects your current situation is essential for peace of mind and securing your beneficiaries’ future. Why Is it Crucial to Review Your Will Regularly? Your will is not a static legal document. As your life changes, so also might your wishes regarding how your assets are distributed after your death. It’s common for relationships, financial circumstances and…

Social Security Cost of Living (COLA) Modest Increase in 2024

Social Security COLA increases for 2024

Social Security COLAs are tied to the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), a measure of price changes for a selection of goods and services, including food, energy, and medical care, that is reported monthly by the federal Bureau of Labor Statistics.

What is a Pour-Over Will?

Pour Over Will works together with a Living Trust

This type of will can ensure that your assets go where you want them to. However, there are many misconceptions about them.

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