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Question 6: How often should I update my estate plan? Answer: You should review and update your estate plan every 3-5 years or whenever you experience major life changes, such as marriage, divorce, the birth of a child, or significant changes in your financial situation. Regular updates ensure that your plan reflects your current wishes and complies with any changes in laws. Thinking about updating your estate plan? Regular reviews are crucial to keeping your wishes up-to-date and legally sound. If you're unsure when to make changes or need guidance, reach out to me—I'm here to help. Contact me today to book a consultation: https://www.mbraylaw.com/ #EstatePlanning #LegalAdvice #FamilyCare #PlanAhead

Life Changes? Time to Update Your Estate Plan! Life is constantly evolving, and your estate plan should evolve with it! At Grant Estate Law, we’re here to ensure your wishes are always respected and your loved ones are protected. Whether you’ve welcomed a new child, gone through a major life event like marriage or divorce, or relocated to a new state, it’s essential to update your estate plan. Here are some key moments that require an immediate update to your estate plan: Birth or adoption of children ?? Significant changes in what you own ?? Marriage or divorce ???? Moving to a new state or country ?? Death of a loved one ??? ?? Stay ahead by keeping your plan current and tailored to your needs. Book a consultation with us today to discuss how we can help secure your future! ?? Call us now (405) 455-3599 or visit estateplanoklahoma.com for more details. #EstatePlanning #GrantEstateLaw #LifeChanges #LegalAdvice #ProtectYourLegacy #FamilyFirst #FinancialSecurity

Time for a check-up! ? When was the last time you reviewed your estate plan? Life changes, and so do our priorities and circumstances. Whether you've experienced major life events like marriage, the birth of a child, divorce, or changes in financial status, it's essential to ensure that your estate plan reflects these shifts. A regular estate plan check-up not only safeguards your assets and wishes but also provides peace of mind knowing that you've taken proactive steps to protect your loved ones. Read more here: https://lnkd.in/gEGQq5Ek #EstatePlanning #Legacy #FinancialHealth

Your estate plan isn't something you create and forget—it's a living document that needs updating as life changes. Key times to review your plan include: ?? Marriage or divorce ?? Birth or adoption of a child ?? Moving to a new state ?? Major financial changes (inheritance, starting a business, etc.) ?? Changes in your beneficiaries or personal representatives Regularly reviewing your estate plan ensures it stays aligned with your current wishes and protects your loved ones effectively. Book a planning meeting today to keep your plan up to date! ?? https://buff.ly/3zajcpD #EstatePlanning #UpdateYourPlan #ProtectYourLegacy

Are you part of a blended family? ?? Estate planning can be harder for blended families and ensuring that your will is up to date is crucial. According to Professional Adviser, 47% of blended families haven’t updated their will after life changes like marriage, divorce, or the birth of a child. This can have significant consequences. Without an updated will, your assets may not be distributed according to your wishes. This could mean that children, step-children, or other intended beneficiaries may be unintentionally left out, leading to potential disputes and emotional stress for your loved ones. Updating your will ensures that your family’s unique needs are met and helps prevent confusion and conflict.

When’s the last time you updated your portfolio? Financial goals can change over time and events like marriage, divorce, an addition to the family or a job change can make you rethink or adjust your goals. To book a time to review your portfolio and financial needs, email me at [email protected] or call my office at 519-618-9028. #wealth #wealthbuilding #ontariocanada #maplerichfinancial #lifesbrighterunderthesun

Ever wondered how often you should update your estate plan? Everyone's situation is different but it's a good idea to update with certain life events such as (but not limited to): ?? Marriage or Divorce ?? New Birth or Adoption ?? Illness or Disability of You or Your Spouse ?? Purchasing a Home (or other large asset) ?? Career Change ?? Received a Large Inheritance or Gift ?? Changes in Federal or State Laws Covering Taxes and Investments And those are just a few. If you would like to review your current estate plan, create one or make modifications, I am here to help. #estateplan #estateplanning #lifechange #lifeevent #attorneyomaha

Time for a check-up! ? When was the last time you reviewed your estate plan? Life changes, and so do our priorities and circumstances. Whether you've experienced major life events like marriage, the birth of a child, divorce, or changes in financial status, it's essential to ensure that your estate plan reflects these shifts. A regular estate plan check-up not only safeguards your assets and wishes but also provides peace of mind knowing that you've taken proactive steps to protect your loved ones. Read more here: https://lnkd.in/gPfKzwq8 #EstatePlanning #Legacy #FinancialHealth

UPDATING YOUR ESTATE PLAN Updating your estate plan regularly is crucial for several reasons. Regular updates ensure that your plan reflects your current family situation and wishes. You should consider updating your estate in the following circumstances: i. Major life events such as marriage, divorce, the birth or adoption of a child, or the death of a beneficiary can significantly impact your estate plan. ii. Your financial situation and the nature of your assets may change over time. iii. ?If you wish to update beneficiary designations to reflect your current intentions, ensuring that your assets go to the right iv. If you decide to change Executors, Trustees or guardians. Regularly reviewing and updating your estate plan ensures that it accurately reflects your current situation and fulfills your wishes effectively, providing peace of mind and security for you and your loved ones.

UPDATING YOUR ESTATE PLAN Updating your estate plan regularly is crucial for several reasons. Regular updates ensure that your plan reflects your current family situation and wishes. You should consider updating your estate in the following circumstances: i. Major life events such as marriage, divorce, the birth or adoption of a child, or the death of a beneficiary can significantly impact your estate plan. ii. Your financial situation and the nature of your assets may change over time. iii. ?If you wish to update beneficiary designations to reflect your current intentions, ensuring that your assets go to the right beneficiary. iv. If you decide to change Executors, Trustees or guardians. Regularly reviewing and updating your estate plan ensures that it accurately reflects your current situation and fulfils your wishes effectively, providing peace of mind and security for you and your loved ones. #estateplanning #succession