Our blog provides education and information on estate planning issues to help you keep you informed on new developments in this area of law. Please note that information in this blog and website is informational only and is not legal advice.
If you have ideas for blog posts, feedback on current posts, or would like to reproduce and attribute any of these blog posts, I'd love to hear from you.
When to Update Your Estate Plan
Once you have a well-drafted, personalized estate plan in place, the hardest work is done and you should congratulate yourself on checking this critical item off your “To Do” list.
Nonetheless, every couple of years, you’ll want to review your plan and make sure it still reflects your family’s needs and wishes. Life happens: children grow up, people move, you buy or sell a house. You want your estate plan to keep up with these changes.
Life changes that should be addressed in your estate plan include:
If you’ve experienced any of these life changes, or something else you think should be addressed in your estate plan, give me a call at 208-995-9224 or shoot me an email - firstname.lastname@example.org - and we’ll get it taken care of.