Is Your Estate Plan Up to Date?

August 10, 2026

August is Make-A-Will Month, a reminder that estate planning is not just about what you own. It is about the people you care about and the decisions you want made on their behalf. A will, beneficiary designations, and other planning documents can help provide clear direction when it matters most.

This month, we are sharing resources to help you better understand the role estate planning can play in your overall financial strategy.

Key Dates

August – Make-A-Will Month
August 14 – National Financial Awareness Day
August 21 – National Senior Citizens Day

Market Insights

Here is a look at the market for the last 12 months, with some of the most popular benchmark indices. If you have any questions or concerns about your own investments, please reach out so we can discuss.

^{*As a reminder, past performance on any investments or the stock market is not indicative of future performance. Source: investing.com.}

Featured Articles

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Learn More

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Learn More

Final Thoughts

Estate planning is one of the most important conversations many people delay. Whether it is reviewing an existing will, updating beneficiary designations, or creating a plan for the future, taking action today can help provide greater clarity tomorrow.

If you have questions about your own plans, or know someone who could benefit from a conversation, I would be happy to help.

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