Estate Planning Essentials: 5 Reasons to Review Your Plan


In the hustle and bustle of life, it’s easy to overlook one of the most crucial aspects of securing your legacy – estate planning. Imagine having peace of mind, knowing that your assets are in alignment with your wishes.

What We’ll Cover:

  • Federal Estate Tax Changes: Discover how changes in the federal estate tax exemption may impact your legacy and why planning now is paramount.
  • Digital Assets Access: Learn the importance of including digital assets in your estate plan and ensuring hassle-free access for your fiduciaries.
  • Document Understanding: Uncover the significance of knowing and updating your documents to reflect your current wishes.
  • Life Events and Updates: Explore when life events like marriage, divorce, or incapacity signal the need for an estate plan review.
  • Charitable Giving: Find out various ways to leave a lasting legacy to your favorite non-profit while optimizing tax benefits.

Why Understand?

  • Understand the nuances of estate planning in light of current regulations.
  • Receive practical tips on reviewing and updating your estate plan.
  • Ensure your assets are distributed according to your wishes.

Run Time:


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With offices across Pennsylvania, Ohio, Georgia, and Florida and clients in over 40 states, JFS Wealth Advisors can work with you one-on-one, virtually or in person, no matter where you live.

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