Planning is Peace of Mind

Estate Plan Spring Cleaning

Could your personal affairs use a little spring cleaning? Spring is a great time to review and update your estate plan so you ensure yourself, your family, and your assets are taken care of.

Other than Springtime, here are the other times in life when it is critical that you call us to review your estate plan for changes and updates:

Getting Married or Divorced – if you are getting married or getting a divorce, give us a call.

Children – if you have a new child or a grandchild, or if one of your children predeceases you, call us.
Financial status – if your financial status has changed significantly, for the better or the worse, call us so we can update.

Business – if you own a business and are thinking about selling it, call on us before you take any action.

Relocation – if you are moving to another state or buying new property, call us to restructure. The estate laws may be Family Wealth Planning Session, but because this different and we’ll ensure your new property is titled right.

Death of a Loved One – call us when a spouse or someone else you have named as a beneficiary in your will or trust passes on.

Aging – when you are approaching the age of 70½, when required minimum distributions kick in for retirement accounts, time to give us a call.

Health – if you have been diagnosed with a serious illness (or if a parent has) it’s time to review and update your estate plan, even though it may be the last thing you want to do. We promise it’ll make you feel better than you think.

Inheritance – if you are coming into a large inheritance or even just anticipating one, give us a ring so we can help you plan for it properly.

Gifting – if you want to make a sizeable gift to a charitable organization, talk to us before you do.

If you’d like to Spring Clean your estate or are in the midst of any of these changes, call our office today to schedule time for us to sit down and talk. We normally charge $750 for a Family Wealth Planning Session, but because it’s Spring, I’ve made space for the next two people who mention this article to have a complete planning session at no charge. Call today and mention this article.

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