Estate Planning Check Up

Estate Planning Check Up

Many people foolishly believe one estate plan, without subsequent reviews and edits, is sufficient for their needs. In many instances this results in out of date documents that are inconsistent with current wishes and goals. The acquisition of new assets, moving to another state, or even loss of trusted family members/friends all happen in normal life and can significantly impact your estate plan. Please take a moment to read this article on some indicators to review your current estate plan. http://time.com/money/4187332/estate-planning-checkup-items-review/

Categories: 
Related Posts
  • Can I add a transfer on death designation to my car title? Read More
  • When Should I Update My Estate Plan? Read More
  • So I’m Dead. Now What? A Practical and Abbreviated Guide to Estate/Trust Administration Read More
/