Income Change

Learn how income changes impact estate planning decisions. Discover key considerations for updating your trust and estate documents with SimplyTrust's tools.

When should I update my estate plan after an income change?

Consider reviewing your estate plan whenever you experience significant income changes, such as job promotions, career transitions, or retirement. Major income shifts can affect your asset distribution plans, beneficiary provisions, and tax considerations. Regular reviews help ensure your estate planning documents remain aligned with your current financial situation and family needs.

News

Understanding the Impact of Social Security Overpayments on Your Financial Future

Learn about the Social Security overpayment recovery plan and how it could cut your benefits in half. Find out your options and how to manage these changes.

SimplyTrust EditorialJune 30, 2025