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
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Advisory services offered through Arbor Point Advisors, LLC, an SEC Registered Investment Advisor.
Securities offered through Securities America, Inc., Member FINRA/SIPC
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