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When does your Estate Plan need Updating?

by | Oct 23, 2020 | Estate Planning, Podcast

On the October 19, 2020 edition of Focus on Elder Law, Sherri discusses some special circumstances that mean it’s time to update an existing Estate Plan.

  • Have your desires or wishes changed?
  • Have you been married, divorced, remarried, or have a new long term significant other since your plan was made?
  • Have you added new members to your family? Birth of a child, adoption, foster child, guardianship, in-law or step family
  • Have any family relationships changed? Rocky sibling relationship, children don’t like your new spouse or significant other, you don’t like a child’s spouse or significant other
  • Do you have a beneficiary that needs special conditions or management of their inheritance?
  • Do you have any beneficiaries that receive public assistance or social security disability? Does your plan need to take these things into consideration so their inheritance doesn’t effect their benefits?

You’ve taken the steps to create an Estate Plan but sometimes situations change and those changes need to be reflected in your plan. The advise and guidance of an experienced attorney can help insure that your assets get divided the way you intended.

Give us a call at Akin Law to get started on your Estate Plan. 386-271-4740

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