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 Fee-Only Investment Advisor registered with the District of Columbia, Maryland, Connecticut and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at (202) 670-6659 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from Mabery Consulting with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, https://www.maberyconsulting.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
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