Making sure your Estate Plan is up-to-date is just as important as making your Estate Plan in the first place.
Your Estate Plan should be reviewed periodically and updated if there are any major changes in your life. Some of these life changes are:
moving to Florida from another State
having children
getting married or divorced
receiving a large influx of money
If any of these circumstances apply to you, or it’s just been a while since you’ve created your Estate Plan, contact me.
I’d be happy to review your Estate Planning documents to see whether they need updating.
If you’re an existing client, don’t worry. I’ve got you covered. I will check in with you periodically to check to see if anything has changed such that you might want to update your Estate Plan.