---
title: Financial Advisor - Renew Wealth Management
description: Renew Wealth Management is a Fiduciary Financial Advisor and Educator for Military Veterans, Federal Civil Servants and their Families, located in Washington D.
---

[![Estate Planning, Financial Advisor, Young Couple](https://renewwealthmgmt.com/media/yootheme/cache/5c/pexels-silverkblack-36729964-5c439c71.jpg)](https://renewwealthmgmt.com/resources/insights/105-protect-what-youve-built-and-plan-for-whats-next.html)

Written on 30 April 2026.

## [Protect What You’ve Built and Plan for What’s Next](https://renewwealthmgmt.com/resources/insights/105-protect-what-youve-built-and-plan-for-whats-next.html)

Estate Planning and Intergenerational Wealth Transfers with James Simon, CPA, CFP
 
Published: April 14, 2026Reading Time: 5 minWritten by: James Simon, CPA, CFP®
When Do You Need an Estate Plan?
While it’s true that some aspects of an estate...