Life Events to Review Estate Plan
- Birth, Adoption
- Death, or Disownment
Change in Marital Status
- Marriage or Re-Married
Change in Health
- Considerable changes in one’s own health
- Changes in a family member’s health
Changes in Financial Status
- Increase or Decrease in Wealth
- Estate considerations
- Tax considerations
- Mental Capacity
- Competent Financial Decision-Making Abilities
Moving to Another State
- Job Transfer
- Grandchildren, or other family
Buying or Selling a Business
- Buy/Sell Agreement
Click HERE for a printable version of this list.
Click HERE to view our newly published Client Letter for the Summer of 2023. You can also view any other of our archived Client Letters and Newsletters which contain advice and tools to help you navigate the myriad of financial news and trends.
Advisory services offered through Arbor Point Advisors, LLC, an SEC Registered Investment Advisor.
Securities offered through Securities America, Inc., Member FINRA/SIPC
CA Financial Services, Arbor Point Advisors and Securities America are separate companies.
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