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Think carefully about your estate plan and update it regularly

Think carefully about your estate plan and update it regularly

Creating an estate plan can certainly give you peace of mind since you know that your loved ones are being taken care of when you pass away. This plan enables you to set out a plan for who will get what upon your death. Unfortunately, many adults don’t take the time to write out their plan so others know what to do.

We don’t want you to think that this is going to be a very difficult project for you. Instead, it can actually be fairly simple. We can discuss your goals with you and help you learn what might help you relay those desires in your estate plan. There is more than just writing out a will to think about to make this happen. You might also need to explore adding trusts to the plan to ease the transfer process for these assets.

You shouldn’t think of your estate plan as a one-and-done event. Once you make it, you need to review it at least once per year or more often if you have changes in your circumstances. This is much easier than having to try to create it in the first place. We can work with you to make any necessary modifications to the current plan.

Whether you are working on creating your initial plan or getting ready to update the one you have, we can work with you to make sure it is set up in the manner you want. Don’t forget to think about your end-of-life planning, which includes powers of attorney designations and your advance medical directives.