Stuck At Home? Here Is A Great Way To Review Your Estate Plan.

Does the pandemic have you worried about whether your existing estate plan works for you now?

Or maybe you are simply using the enforced quarantine time to catch up on important things that you keep putting off.

Either way, Chipman Mazzucco Emerson has an easy way to guide you through what you need to know to make sure your estate plan is updated and meets your current needs.

Our complimentary updated Online Estate Plan Review asks a series of specific questions that will alert you to issues you should address to make certain your plan still works. The latest version of this program covers a number of recent law changes, including:

• The Tax Cuts and Job Act of 2017
• SECURE Act of 2019
• Numerous changes in State and federal estate tax exemptions.

You can complete the process in ten to fifteen minutes. When you are finished, you’ll receive a detailed personalized report that identifies issues that require your attention.

Here is our new video explaining how the review works and how to register for your personalized report.