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Once you have a well-drafted 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 us a call at 208-995-9224 or shoot us an email - [email protected] - and we’ll get it taken care of. Comments are closed.
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AuthorShaila Buckley Archives
January 2025
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