Chances are things are changing during retirement. Maybe you’re becoming a grandparent. Maybe you’re starting to deal with changes in health. Or, maybe you find yourself widowed after the death of your spouse.

It’s important to keep your plan up to date so that you have control over who will be making your basic decisions if you are legally incapacitated and to make sure that your plan continues to work for you when it matters most.

If you don’t already have a plan in place, or if you are looking to have an existing plan reviewed, contact us to schedule a complimentary consultation.