Wealth Preservation_Flipbook_2024

Updating Your Estate Plan Creating a comprehensive estate plan is a substantial undertaking, and you may feel more secure when you have the appropriate documents and strategies in place. But the process doesn’t stop there. It’s important to review your estate plan regularly and update documents as necessary. Passing It On Warren Buffett’s “Giving Pledge” encourages wealthy people to leave a majority of their fortunes to nonprofits rather than to family. You may want to leave a financial inheritance to help your children, but may also want to pass along shared values and life lessons. Financial & real estate assets Values & life lessons