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Chart of the Day: Life Changes

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Dec 16, 2025
Image of a tree with leaves representing life events during which one's estate plan should be revisited.

Contents

Today’s Chart of the Day is from Wealth.com and shows the various reasons why you should revisit (or obtain one if you don’t) your Estate Plan, which often includes a will, power of attorney, living will, health care surrogate, and possibly a trust, if needed.  
 
Reasons to revisit your plans are major life events, such as becoming a grandparent, marriage, birth of a child, and retirement.  Other reasons could be a serious health change for you, your spouse, or your children, a sudden change in your wealth, or the acquisition of a significant asset, such as a business.
Chart of the Day

About the Author

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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Chart of the Day: Life is Longer

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