Should I update my estate plan after losing my spouse?

Updating your estate plan after the death of a spouse is one of the most important financial steps you can take. The loss changes nearly every aspect of your financial picture — from beneficiary designations and retirement account ownership to tax planning and guardian arrangements for children. A plan that reflected your life as a couple may no longer protect your goals as a surviving spouse. A wealth advisor can help you review every document, identify gaps, and ensure your estate plan reflects your current life chapter.