An estate plan is not something you create once and forget. Life changes and your plan should change with it. Major events such as marriage, divorce, the birth of a child or grandchild, retirement, the death of a loved one, or significant changes in assets can all affect whether your plan still accomplishes your goals.
Even without major events, laws change and beneficiary designations may become outdated. An estate plan that worked years ago may no longer work the way you intended. Regular reviews help ensure your wills, trusts, powers of attorney, and beneficiary designations reflect your wishes and work properly.
If it has been several years since you reviewed your estate plan—or if your life circumstances have changed—now is the time. Contact our office today to schedule an estate plan review and make sure your plan still works for you and your family.
