If your life looked like this when you created your estate plan:
But now it looks like this:
It's time to update your plan.
Laws, statutes, and regulations change, and so do life circumstances. Keeping your estate plan in sync ensures that your wishes can be carried out and that you and your loved ones are protected.
You should review your estate plan every 5 years, or following major life changes such as:
- Personal changes: marriage, divorce, retirement, death in the immediate family, incapacity (you or immediate family), new children, or new grandchildren.
- Financial changes: significant changes in wealth or assets, including buying and/or selling a home, starting and/or exiting a business, inheriting money or valuables, or substantial investments and/or divestments.
- Location changes: moving to or buying additional property in a different city, state, or country.
- Important law changes: relevant updates to laws, tax codes, or other regulations (we send out email updates about these, make sure you’re subscribed).
- Personnel changes: incapacity, death, or simply a change to your executor, trustee, health care proxy, power of attorney designate, or guardian.
The one constant in life is change. Make sure you and your family are always protected with an up-to-date estate plan, for whatever life may bring.
If it’s time to review, update, or create your estate plan, contact us. We’ll take care of the details so you can have peace of mind.
