You did the work to ensure that you, your family and your assets are protected should you become incapacitated or pass away, but there are many reasons to revisit your estate plan. You should review your estate plan every three to five years, but the right time for review often depends on your individual circumstances and important developments throughout your life.
You should consider discussing changes to your current estate plan when:
- You have a change in intentions (e.g., a change in beneficiaries, distribution, or who you want to be in charge if you cannot act)
- A change in the law
- A change in your relationships (e.g., marriage, divorce, or an end to a long-term relationship)
- Becoming a parent or grandparent
- Losing a spouse
- A change in health for either you or your beneficiaries
Do not just forget about your estate plan. Not updating it on a regular basis can have unintended consequences for you and your family.
Call the Law Offices of Lisa C. Bryant, Inc. for your no-cost consultation to review your current estate plan today.
Law Offices of Lisa C. Bryant, Inc.
Estate Planning & Elder Law Attorneys
Compassionate Counselors & Fearless Advocates for Seniors
with Aging & End of Life Issues