Domestic Asset Protection Attorney
International Asset Protection Attorney About us FAQ Books & Publications Seminars Links & Resources Contact Us
Corporations
Limited Liability Companies
Limited Liability Partnerships
Limited Partnerships
Asset Protection Trusts
Domestic Asset Protection Trusts
Equity Stripping
Financial Planning Exemptions
Tenancy By The Entirety
Charging Order Protection
International Entities
International Trusts
Captive Insurance Companies
Business Entities
Contract Formation and Review
General Business Counsel
Business Succession Planning
Current Estate Plan Review
Drafting Wills and Trusts
Incapacity Planning
Probate Administration
Charitable Remainder Trusts
Online Asset Protection Quiz.

When should I have my Estate Plan reviewed?

An Estate Plan should be reviewed after any life change.

Marriage, divorce, the birth of a child, illness, a change of financial situation, and moving to another state all constitute life changes. Any of these should trigger the need to have an Estate Planning Attorney review documents.

Laws change often. As a general rule of thumb, look at your documents every year. Check in with your Estate Planning Attorney to see if there are any changes to the law that will impact your current Estate Plan.

If an annual meeting isn’t feasible, Estate Plans should be reviewed every three years at a minimum. You may not need to make any changes, but it is important to stay on top of your Estate Plan.

A good Estate Plan should cover most new events, like the birth of a child or grandchild. Things like marriage and divorce are more difficult to plan for in advance, but a quality Estate Planning Attorney can manage that.

Watch - This Month’s ‘Basics of Estate Planning’ educational webinar

Related links

Categories: Estate Planning
The Presser Law Firm, P.A. - Asset Protection Attorney
Located at 6199 N. Federal Highway Boca Raton, FL 33487. View Map
Phone: (561) 953-1050
Website: