Update Your Estate Plan for 2016
Dec 3, 2015
As the hustle and bustle of the holiday season begins, we know updating your estate plan may be the last thing on your list of things to do. As 2015 ends and 2016 begins, we encourage you to give your family and friends one of the most important gifts you can give: Peace of Mind.
A current, well-drafted estate plan can ensure that your loved ones will not be left wondering what you might have wanted after your death. Many of you likely already have an estate plan. However, if it has been more than five years since it was drafted and/or if you have experienced a significant life change, it may be time to have your estate plan reviewed.
Consider reviewing your estate plan IF…
1. Your marital status changed.
2. Your child or a first grandchild was born.
3. Your child or grandchild has reached the age of eighteen.
4. Your financial situation changed significantly.
5. Significant life changes occurred for the guardian, executor, or trustee selected in your estate plan.
6. You started or purchased a business.
7. You or your spouse became seriously ill or disabled.
8. A spouse or other beneficiary died.
Our estate planning review will help ease your mind today and eliminate hassle for your loved ones in the future. We have set aside extra appointment time during January and February 2016 to meet with our estate planning clients to review and revise estate plans (or to meet with our clients who need assistance with their first estate plan).
For greatest availability, please contact us today to make your appointment for January or February 2016. Allow us to help you create the fresh start to 2016 that comes with an updated estate plan. Wishing you the peace and joy of the Season!