Corporate employees with substantial retirement assets need regular estate planning reviews to address changing laws, family circumstances, and asset values that affect legacy planning and family financial outcomes. This session provides frameworks for evaluating your current estate plan against 2026 circumstances, examining common areas where plans become outdated including beneficiary designations, trust provisions, and tax planning strategies. You'll learn how to identify potential issues in existing plans, understand when professional review becomes necessary, discover planning opportunities that may have emerged since your last update, and explore coordination strategies between estate plans and corporate benefits including retirement accounts, life insurance, and stock options that enhance both tax efficiency and family legacy goals.

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.