Your Estate

How can I be sure my Will represents my wishes?

No other financial document can cause more issues than a Will. That’s why it’s important to make sure your Will accurately conveys your wishes and your beneficiaries understand them. Wills should be updated every time there’s a change in circumstances. Laws affecting Wills can also change over time, so be sure your Will is current. Working with an advisor can ensure that your Will is in line with your financial planning and takes advantage of tax positions. Talk to a BlueRock Wealth advisor to evaluate your estate planning needs today.

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