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No one likes to think about death or what will happen to your assets after you’re gone—but in order to ensure a positive future for your family and estate, it should be addressed. When’s the last time you updated your will or even looked at it? As life changes occur, you’ll need to plan differently for what will happen in the event of your death.

A review can help you answer key questions like:

  • How much of your estate is earmarked for the IRS?
  • What strategies do you have in place to minimize estate taxes at death?
  • How thoroughly has your family discussed estate planning issues?
  • How would you like your estate handled and by whom?
  • When did you last review your will, and how are your assets titled?
  • Do you have a favorite charity, school, or group to whom you want to bequeath assets?
  • When was the last time you reviewed the beneficiary designations on your insurance programs and retirement plans?

Our estate planning experts can help you safeguard your final wishes and recommend a strategy for updating your plan. Call us today for trusted advice on your estate planning!


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Ehlen Heldman is the marketing name for Ehlen Heldman & Company, P.C. and EHC Wealth Advisors LLC


Check the background of this financial professional on FINRA's BrokerCheck.