When should you review your will and estate plan?

May 13, 2020 | Elinesky Schuett Private Wealth Management


Share

We all know the importance of regular health check-ups, but when was the last time you took a look at your will or estate plan?

Multi-generational family walking on a beach

This month we have been focusing on financial wellness on our Facebook page, sharing videos by David Chilton, and links various websites and article resources. To continue with that theme, we’ve included a link below to a video that focuses specifically on your will and estate plan. If you take anything from this, it is to remember the importance of ensuring you have a will that reflects your intentions and that your power of attorney is up-to-date.

 

 

If you are looking for a legal professional to review and update your Will or power of attorney, please let us know. We are happy to introduce you to one of our trusted connections in the community. We can also put you in touch with one of our extended team members at RBC Royal Trust to review your estate plan.

 

As always, we are available to connect with you personally. Please don’t hesitate to contact us at 519-822-2024 or elineskyschuett@rbc.com.