Making a will is not fun. We know. Itâ€™s right up there with taxes on the list of things weâ€™d rather not think about or deal with until we absolutely have to, right?
But nothing in life is certain except death and taxes. Weâ€™ve all heard the saying. Why not sleep a little better at night knowing that youâ€™ve got one of those things taken care of? Your loved ones will thank you in the after life, if there is one!
So when was the last time you reviewed your will? People generally make wills to guarantee the proper disposition of their money and property, which is why itâ€™s a good idea to consult your CPA when itâ€™s time to create or update your will.
We recommend that you revisit your will every time you experience a major life event, such as marriage, the birth of a child, retirement or other significant milestones. Even if there is no meaningful change in your life, itâ€™s smart to review the document every couple of years to ensure it still addresses all your estate concerns and reflects your wishes. Changes in the value of your investmentsâ€”such …