Whether you've been meaning to create your first will or already have one tucked away in a safe place, National Make-A-Will Month is the perfect reminder to take a fresh look at your estate plan. A will is one of the most important documents you can have, but many families are surprised to learn that it may not address every concern. In this article, we'll explore what a will does well, where it has limitations, and how you can make sure your loved ones are protected no matter what the future holds.

“We’ll get to it eventually.”
It’s a phrase I hear often—and not just from clients. We say it about doctor visits, going to the gym, cleaning out the garage... and estate planning. But unlike most tasks we postpone, waiting too long to create an estate plan can carry devastating consequences—especially for the people you love most.

When most people think about estate planning, they think about writing a will. It’s the tool we’ve all heard about—the magical document that ensures your family will be taken care of and your wishes will be honored after you’re gone. So, you write a will, sign it, tuck it away, and breathe a sigh of relief.

Unfortunately, that’s where many people stop—and where many problems begin.