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Here’s to Your Wealth – Essential Estate Plan Review


A good way to start off the new year is to make sure your estate plan is up-to-date and represents your current wishes. If it’s been more than a few years, it is definitely time to review it. What kind of changes, if any, should you be considering? Below are a few ideas to help get you started.

When reviewing your estate planning documents, it would be a good time to also review your beneficiary designations on any qualified retirement plans, IRAs, life insurance policies and transfer on death (TOD) accounts.

Estate planning is an ongoing process. It is important to keep up with any changes throughout your life to ensure that your plan represents your current values and wishes. At Bank of New Hampshire, we are happy to review your documents and help you prepare questions and suggestions before you meet with a qualified estate planning attorney. If you currently don’t have an estate planning attorney or need to change attorneys, we are happy to give you a qualified referral.

Wishing you good health and good wealth.

We are not licensed attorneys and we do not provide legal advice or services. The information we provide is for general informational purposes only and should not be relied upon as legal advice. Communication with us does not create an attorney-client relationship. If you need legal advice, please consult with a licensed attorney.

References: Erskine, M. F. (2023, September 7). Client estate plan review checklist. Wealth Management.

This material is intended for informational/educational purposes only and should not be construed as tax, legal or investment advice. We make no representation as to the completeness or accuracy of information provided at these websites. Please consult with your financial professional and/or a legal or tax professional regarding your specific situation and before making any investing decisions.

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