ESTATE PLANNING CHECKUP: Key Updates and Strategies for 2026
Life doesn't stand still and neither should your estate plan.
Maybe your family has changed. Maybe tax laws have shifted. Maybe you've never quite gotten around to putting a plan together at all. Whatever your situation, estate planning shouldn’t feel like scaling a mountain.
That’s why we're bringing together five professionals who rarely sit at the same table to walk you through the estate planning questions people ask most and the ones they wish they'd asked sooner.
Expect a candid conversation about:
→ What the latest tax law changes mean for everyday families
→ How charitable giving can be a powerful part of your legacy
→ The gaps most people don't know they have
→ What to do next, no matter where you're starting
Hear from:
• Mike Chiachirra, Financial Advisor, Edward Jones
• Ben Rivet, Regional Vice President, Concourse Distributors
• Mike Schmidt, President, Licking County Foundation
• William Thomas, CPA, Tax Manager, Wilson, Shannon & Snow Inc.
• Wes Untied, Attorney at Law, Schaller, Campbell & Untied
This is a rare chance to hear from different experts in one room with no agenda except helping you feel prepared.
Come curious. Leave confident. Bring a friend!
