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June 2019 Archives

When to update an estate plan

This blog has been discussing estate planning in depth recently and the importance of setting up an estate plan and having a will and that it is never too early to begin that process but an important for the overall estate planning conversation is also knowing when to update an estate plan and understand the importance of regularly updating an estate plan. Estate planners should know when they should update their estate plan and remember to keep it current.

It's never too early to create an estate plan

If you are in your twenties, estate planning may be so far down on your to-do list that you probably won't get to it in 10 or 20 years. However, now is the time to consider moving it closer to the top. While you might think that estate planning is only for the wealthy or people with kids, the earlier you start your estate plan, the easier it will be to make adjustments as your life changes.

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