Your Estate Planning Checklist
When life changes, your estate plan should too.
Have you recently celebrated the birth of a new family member? Moved to a new state? Experienced a large financial windfall or a loss? Changed relationship status? They are all good reasons to review your estate plan.
The underlying question: Does your plan meet your current goals?
This checklist can help you prepare, care for others and manage the distribution of your assets.
Make a Difference Through Your Estate
When you use your estate plan to support Glaucoma Research Foundation, you are establishing a legacy of generosity. We would be happy to talk to you about how you can further our mission with a gift.