Estate Planning Review Documents

There’s no time like the present to create or review and update your estate planning. Below are some checklists to assist you. 
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While the checklist can help you spot good ways to identify all the different opportunities to consider, we are always available to meet with you to discuss your finances and goals and to identify what the best opportunities are for you.
what-issues-should-i-consider-when-reviewing-my-beneficiaries-2024.pdf
File Size: 143 kb
File Type: pdf
Download File
what-issues-should-i-consider-before-i-update-my-estate-plan-2024.pdf
File Size: 143 kb
File Type: pdf
Download File
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Dawn Mabery Chestnut is a CERTIFIED FINANCIAL PLANNER™ and Mabery Consulting, LLC is a Fee-Only Investment Advisor registered with the District of Columbia, Maryland, Connecticut and all states where exempt. Advisory services are only offered to clients or prospective clients where Mabery Consulting, LLC, and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk. The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the web sites you are visiting.
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