As the fourth quarter of 2019 approaches, reviewing your current estate plan or will is always a good idea, according to one local estate planner. Attorney Bob Ross of Ross Estate Planning in Sturgeon Bay says updating one’s estate plan is important when changes occur in your family.
Ross says people may want to make changes to their advance financial and health care directives in the future. Using charitable contributions for tax advantages and the planning for a nursing home stays are also two frequently asked questions in regards to establishing an estate plan, according to Ross.