Reasons To Revise Your Estate Plan Today

Estate Planning WorksheetOnly about half of Americans ages 55-64 even have a will, let alone an estate plan.

But if you have an estate plan, it doesn’t mean your work is over, says a story in Forbes.

Chances are your personal and financial situation will change as time hoes on. You have to periodically review your estate to make sure it reflects current goals and needs.

These life changes can affect your plan:

  • You get married
  • You get divorced
  • You have or adopt a child
  • You get hurt or injured
  • Your goals change
  • You inherit
  • You buy or sell a business
  •  You move to another state

If you have questions about estate planning, feel free to contact us for a consultation at (626) 696-3145.

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