For many, the New Year is a time for reflecting on past milestones and setting goals for the future.  This process can raise anxiety, particularly if you are unsure if your estate plan still meets your needs.  Certain significant lifetime events occurring after your current plan was created may cause a need to modify your plan, with some examples including:

If you have experienced one or more of the events listed above, it may be time to schedule a confidential consultation with the team at Bender, Levi, Larson & Associates, S.C.  We specialize in estate planning, probate law, and elder law and are prepared to provide clients with comprehensive legal solutions for their planning needs.

Start the year confidently – schedule a meeting with us today!