Oh my, time really does fly! How is it June already? It doesn’t seem possible! Remember that list of things you want to get done in 2022, including reviewing your estate plan to make sure that it is up to date? Well, you have another half year to get there. Don’t worry, though, just get it done – and soon!
With time flying the way that it is, now is a great time to check in with yourself and any important documents that might need tending to. As estate planning attorneys, we generally encourage our clients to review their estate plans every 3-5 years or after major life events. But what does this mean? And how does one make a worthwhile review and determine what they might need to change? Don’t stress. We have prepared a quick and handy mid-year questionnaire below to provide you with helpful prompts to guide you in this endeavor. And, as always, we are just a phone call away if you would like to schedule an appointment to discuss with us. Remember - this is your declaration of what you want to happen to everything you own after you pass; it’s important!
In short, many life changes coupled with the passing of time prompt the need to revisit your documents. If you find that you’re in this camp, don’t delay in getting in to see your estate planning attorney. Peace of mind for the second half of 2022 is waiting on the other side of this necessary task.
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