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A Better Partnership

Publications

Apr 2017
04
April 04, 2017

Personal and Family Events That May Require Updates to Estate Planning Documents

  • Births, deaths, marriages or divorces in your immediate family;
  • Individuals named in your estate planning documents have died or become permanently disabled;
  • Children or other individuals named in your estate planning documents have matured (no longer dependent) or developed personal or financial issues that could affect their ability to prudently use or handle an inheritance;
  • The value of your assets has significantly increased or diminished;
  • You have acquired real estate or other assets that are not titled in the name of your trust or disposed of properly by your trust or will documents;
  • You have purchased additional life insurance coverage;
  • There are persons not named in your estate planning documents for whom you would like to make provisions;
  • There are specific gifts in your estate planning documents that you would like to increase, decrease or delete;
  • There is property specifically given by your estate planning documents that has been sold, lost or otherwise disposed;
  • You have made large gifts or loans to any persons who are beneficiaries under your estate planning documents; 
  • You wish to change your named personal representative, trustee, patient advocate or guardian; and
  • It has been more than five years since your estate plan has been reviewed.

NOTICE. Although we would like to hear from you, we cannot represent you until we know that doing so will not create a conflict of interest. Also, we cannot treat unsolicited information as confidential. Accordingly, please do not send us any information about any matter that may involve you until you receive a written statement from us that we represent you.

By clicking the ‘ACCEPT’ button, you agree that we may review any information you transmit to us. You recognize that our review of your information, even if you submitted it in a good faith effort to retain us, and even if you consider it confidential, does not preclude us from representing another client directly adverse to you, even in a matter where that information could and will be used against you.

Please click the ‘ACCEPT’ button if you understand and accept the foregoing statement and wish to proceed.

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