Why Review Your Estate Plan?
Life changes, and so should your estate plan. Regular reviews ensure that your plan reflects your current wishes and circumstances. Changes in your family situation such as a marriage, divorce, birth of a child, death of family member, finances, and changes in the laws can all impact your estate plan.
Updating Your Plan
Updating your estate plan can involve making changes to your will, trusts, powers of attorney, and other documents. This keeps your plan accurate and effective.
Staying Current and Avoiding Legal Issues
Regular reviews keep your estate plan up-to-date with your current wishes. This ensures that your plan remains effective and relevant. Laws change over time, and your estate plan needs to comply with current laws. Regular updates prevent legal issues and ensure that your plan is legally sound.
For a free initial consultation to Review your Estate Plan, call (586) 803-8430 or use our contact form to arrange a meeting.