UNLOCK PLANNING STRATEGIES NOW
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UNLOCK PLANNING STRATEGIES NOW ●
Estate Plan Audit
A business sale. A remarriage. A new grandchild. The death of a named executor.
Major life events can affect how an estate plan functions and whether it continues to reflect your wishes and circumstances.
If your estate plan hasn't been reviewed in several years—or if something significant has changed since it was created—it may be worth taking another look.
We created a practical guide that explores five common estate planning gaps, along with considerations that may help you prepare for a conversation with your estate planning, tax, and financial professionals.
WHAT’s INside
This guide highlights five areas that are commonly reviewed as part of an estate plan audit. It also outlines practical steps that may help keep your estate plan aligned with your current financial circumstances while supporting coordination among your professional advisors.
The guide explores:
Potential consequences when an estate plan is not reviewed or coordinated regularly
5 possible gaps in “finished” estate plans
How a coordinated estate plan review could help
Are you an executive?
Hilltop Wealth Advisors’ specializes in retirement and wealth strategies for senior leaders and executives of Cisco, Duke Energy, Duke Health, Duke University, Google, GSK, IBM, IQVIA, and SAS.
Book a complimentary consultation learn how we can help you reach your financial goals.