Spring cleaning is a ritual many of us grew up with – and it’s a great time to review and update your estate plan so you ensure yourself, your family and your assets are taken care of no matter what.
Other than Springtime, here are the other times in life when it is critical that you call us to review your estate plan for changes and updates:
Getting Married or Divorced – if you are getting married or getting a divorce, give us a call.
Death of a Loved One – call us when a spouse or someone else you have named as a beneficiary in your will or trust passes on.
Children – if you have a new child or a grandchild, or if one of your children predeceases you, call us.
Financial status – if your financial status has changed significantly, for the better or the worse, call us so we can update.
Health – if you have been diagnosed with a serious illness (or if a parent has) it’s time to review and update your estate plan, even though it may be the last thing you want to do. We promise it’ll
make you feel better than you think.
Aging – when you are approaching the age of 70 ½, when required minimum distributions kick in for retirement accounts, time to give us a call.
Inheritance – if you are coming into a large inheritance or even just anticipating one, give us a ring so we can help you plan for it properly.
Business – if you own a business and are thinking about selling it, call on us before you take any action.
Gifting – if you want to make a sizeable gift to a charitable organization, talk to us before you do.
Relocation – if you are moving to another state or buying new property, call us to restiew assets into your trust.
If you’d like to Spring Clean your estate or are in the midst of any of these changes, call our office today to schedule a time for us to sit down and talk.
by: Alexis Neely
Personal Family Lawyer