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Hudson Valley family suitcase packed for summer travel, estate plan review before vacation
Estate Planning·8 min read·

The Estate-Plan Updates Hudson Valley Parents Put Off Before Summer Travel

Summer travel surfaces every dated estate document a Hudson Valley family owns. Beneficiary forms still pointing at a city address, a will that names one kid but not the second, a guardianship clause written when the youngest was in diapers. Four updates worth doing before the family flies out.

Written by Peter Guggisberg, Financial Services Representative with Vermont Financial Group of NY (a MassMutual general agency) and the advisor behind Noah's Ark Financial.

Peter Guggisberg, financial advisor, Hudson Valley NY

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