I hope you’re doing well. As the seasons change and we start spring cleaning our homes, it’s a perfect time to give your estate plan a refresh too. Regularly reviewing and updating your plan ensures it reflects your current wishes and circumstances.
With that being said, here are just a few key areas we can revisit together this spring:
- Beneficiary Designations – Ensuring the right individuals are named on your accounts and policies, especially if you’ve experienced major life changes like marriage, divorce, or a new addition to your family.
- Health and Financial Directives – Confirming that your health care proxy (also referred to as a medical power of attorney), power of attorney (for finances), and living will align with your current preferences and appoint the individuals you trust.
- Asset Titling – Ensuring assets are titled correctly to align with your estate plan. Life changes, like acquiring property or opening new accounts, can create discrepancies that may complicate probate or asset distribution.
- Trusts and Wills – Checking if any updates are needed to account for changes in your family, financial situation, or state laws.
Estate planning isn’t a one-and-done task — it evolves with your life. If you have any questions or would like to schedule a review of your plan, I’m here to help.
