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Chart of the Day: Life Changes

Crews Bank & Trust Wealth Management Services Dec 16, 2025
Image of a tree with leaves illustrating life events in 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

Crews Bank & Trust Wealth Management Services
Crews Bank & Trust Wealth Management Services

Experienced professionals from our wealth management services team can help you achieve a bright financial future through investment strategies tailored to you. We’ll show you all of the options available and help you choose the ones best suited to you. We’ll provide high-quality, personal service as we work toward your goals together. Our Portfolio Managers do not receive commissions on trades; our recommendations of investments are based solely on your best interests.

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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Chart of the Day: Inbound vs. Outbound

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