The Estate Plan you create today won’t (hopefully) be used for many years into the future. If you have a hard time imagining the future, take a moment to reflect on the past.

Let’s assume you signed your Last Will and Testament 10 years ago – then let’s think for a moment about all of the changes in your life in the past 10 years.

For example,

• Do you have any new family members that weren’t identified in that Will?
• Have any Children or Grandchildren been born or adopted since then?
• Do you have new pets that you want to protect, to ensure they won’t be brought to the pound in the event of your sudden demise?
• Have you, or a beneficiary, gotten married?
• Have you, or a beneficiary, gotten divorced?
• Has a loved one, named in your Will, passed away, become disabled or incapacitated?
• Is a loved one now battling an addiction that they didn’t have before?
• Are you or a loved one suffering health challenges?
• Has your financial status changed, either for better or worse?
• Has your financial advisor or attorney reviewed changes to the laws affecting your retirement accounts, property, or other assets?
• Has your financial advisor or attorney reviewed changes to inheritance tax laws affecting your retirement accounts, property, or other assets?
• Have you moved to a new stat?
• Have you started (or closed) a business?

These are just some of the things that could warrant a review of your estate plan. Procrastination is easy, but proper estate planning is one of the most important ways we can protect our families.

Call our office now to get your estate planning review scheduled.