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Is Revising an Estate Plan One of Your New Year’s Goals?

January 5, 2017

Filed under: Estate Planning — Neel Shah @ 9:15 am

Most people fall off the habit train for their resolutions pretty quickly, but you can buck that trend by putting in a call to an estate planning lawyer now. If it’s been some time since you sat down with an attorney to walk through your needs, the new year is a great time to recap the changes in your life and determine whether old strategies are still helping you accomplish your goals.

One of the most common reasons you’d need to update an estate plan is due to changes in your family. This could be in the form of marriage, the birth of a new child or grandchild, or divorce. As those changes occur, you need to make sure that your documents are in line with the updates in your life.

An estate planning lawyer can help you walk through what you need and how well your current plan is performing with your strategies. If updates are needed, or documents need to be created entirely, your lawyer can help point you in the right direction. In order to make sure you get the updates to your estate planning done, contact a lawyer today to make an appointment. Getting it set up now can help you clarify your needs and gives you a better chance of accomplishing the goal. Bring any current documents with you to the meeting. It’s also helpful to have an inventory of any assets and liabilities, too.

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