A Spring Cleaning Checklist for Your Estate & Financial Plan

A Spring Cleaning Checklist for Your Estate & Financial Plan

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Join Cona Elder Law award-winning Partner Marcus O'Toole-Gelo and Ryan & Janowsky Financial Strategies Group's Co-Founder Peter Janowsky to review these items on your spring cleaning checklist:

  • When was the last time you updated your estate and financial plan?
  • How have your assets changed?
  • Are you satisfied with your current beneficiaries?
  • Are you on track for retirement?
  • Have you prepared for the unexpected?

A Spring Cleaning Checklist for Your Estate & Financial Plan

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