Touchdown Your Legacy: Estate Planning and Life’s Game Plan

This Saturday, as the NFL football season kicks off, don’t miss Life Happens Radio where we’ll link the fundamentals of football to understanding the world of estate planning. Just as every NFL season begins anew and eventually concludes, so does life, and you’ll require a tailored playbook – your ⁠estate plan⁠ – to navigate the transition.

This week, attorneys Aaron Connor and Kristen Peck become your coaches, assisting you in crafting strategies for when life’s game unexpectedly shifts. Throughout an NFL season teams encounter numerous changes, just as we do in life, so making annual reviews and adjustments after significant life events is crucial. Picture it as assembling your mid-season starting lineup. Just as a coach adapts as the game progresses, you may need to fine-tune your estate plan to address life’s ever-evolving circumstances. Milestones like marriage, the birth of a child or grandchild, relocation, financial fluctuations, divorce, and other significant life changes warrant a review of your playbook.

Remember, there’s no “I” in team, and your loved ones are integral members of your squad. Being a strong team player means involving them in your game plan. Discuss the critical elements of your estate plan with those it affects to prevent any confusion or conflict when the time comes for them to execute your wishes. So, always keep in mind that just as the NFL season starts anew this week, the game of life can change at any moment, and having your playbook ready ASAP is the ultimate winning strategy!

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