Estate Plan Check-Up It is always a good idea to review your existing estate plan on a regular basis to ensure that it still accomplishes your goals and reflects your current situation. Even if you don’t have a will yet, you still probably have an “estate plan” of sorts – retirement accounts, life insurance, living …
Tag Archive: codicil
Aug
10
What to look out for when reviewing your existing estate plan.
Congratulations! You have an existing estate plan in place to protect yourself and your loved ones should anything happen to you. Shockingly, you are in the minority (yes, the majority of Americans do NOT have a will, powers of attorney or health care directives in place) but you can’t control what other people are doing …
Apr
29
When to Update Your Estate Plan: Top 5 Life Events
Your estate plan should be updated after major life events to ensure that the language in your estate planning documents (wills, powers of attorney, trusts, etc) reflect your personal and financial situation and properly handle the new possibilities created by changes in your life. Your estate planning attorney should be able to handle any necessary …