When you’re good to others, you’re best to yourself.
– Benjamin Franklin
What To Know About Reviewing Your Estate Plan
- have experienced a change in family circumstances and would like to alter the amounts, timing, and/or recipients of wealth transfers under your plan;
- want to confirm that your General Power of Attorney, Health Care Power of Attorney, and Living Will are up to date to comply with any recent changes in state law or changes in personal preferences;
- would like to refresh your understanding of your estate documents and the relevant rules.
Whatever the case, it is important to review your estate plan periodically. Reluctance to address these subjects is natural, but we can help guide you through the complexities to ensure your wishes are carried out and your family and assets are protected.
To facilitate a productive discussion with your estate planning attorney, here is a checklist that outlines key considerations that are fundamental to an estate planning review.
Other Estate Plan Considerations
As you review your estate plan, questions may come up. We’ve highlighted some of the most frequent questions we hear from our clients. Each question has an associated checklist that highlights key considerations.
What should I consider when creating an estate plan?
What should I consider if my spouse or parent has passed away?
What should I consider when reviewing my beneficiaries?
What documents do I need to keep on file?
While checklists can help you identify different opportunities to consider, we are always available to discuss your financial goals and to help you identify what the best opportunities are for you.
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Drew Osborne and Nick Hartley at our new Kansas City, MO location in the Northland.
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