I don’t know about you, but fall is one of my favorite times of the year. There’s football, pumpkin pie and beautiful leaves. As I talk with families about retirement, I often ask about whether they have a current will. I’m surprised to see that many people either don’t have a will or have a will they haven’t updated since the kids were born.
Take some time this month and check out your will. If you don’t have one, look into starting the process. If you have a will, double check contact information, asset breakdown and add updated financial documents. Taking little steps like this will ensure you are set up for fun during retirement.