In light of the recent concerns regarding the Covid-19 virus, protecting our clients and their legacies remains our most important focus.
We are encouraging all current and future clients to meet with us via phone or video conference. Please contact our office to discuss your options.

We Help Make People's Lives Easier in Times of Crisis

7 Events Which May Require You to Revise Your Estate Plan

| Oct 7, 2015 | Blog Posts |

A Minnesota Estate Planning Attorney Discusses Events that May Cause You to Review Your Estate Plan Creating an Estate Plan is not a one-time event. You should review your will periodically, to ensure it is up to date, and make necessary changes if your personal situation, or that of your executor or beneficiaries, changed. As the weather cools and we head toward the end of 2015, it’s a great time to reflect back on the changes in your life. Keep in mind that there are a number of life-changing events that require your Will, and other estate planning documents, to be revised, including:

  1. Change in Marital Status
  2. Change in Relationship Status
  3. Births
  4. Deaths or Incapacitation
  5. Change in Assets
  6. Changes in Probate or Tax Laws
  7. Change in Employment

Categories

Archives

Badge Dept Veterans Affairs Badge Naela
Badge State Bar California Badge Wealthcounsel
Badge Fpa