As autumn begins, it's important to reassess your life plan and finances. Within the next couple of days, please take a moment to review whether your estate plan is up-to-date and whether it still aligns with your goals.

Consider the following questions to help you decide if your estate plan is current:

• Big life changes?
• This includes marriage, divorce, the death of a family member, the birth of a child, or shifts in relationships.
• Changes in financial matters?
• This includes launching a business, buying or selling all kinds of property, new employment, rising debt, or opening new bank accounts.
• Changes in your health?
• This includes recent medical diagnoses.
• Moving states?
• There may need to be adjustments made to your current estate plan in order to comply with the state's regulations.

If you answered yes to any of the questions above, we suggest scheduling a consultation with a legal professional to ensure your wishes are protected.

Periodic reviews (i.e., every 3-5 years) of your estate plan are crucial because there are constant changes to the law and life circumstances.

• To update your estate plan, feel free to fill out the contact form below, and someone from Poplawska Purcha and Associates will reach out.