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October 21-27, 2024 is National Estate Planning Awareness Week.
The week helps to draw attention to the need for an estate plan. It highlights how having a plan can help prevent family members, heirs or other beneficiaries from being exposed to complex administrative and legal processes, such as probate and taxes.
If you are part of the majority of adult Americans who do not have an estate plan, we encourage you to start the process immediately. Even if you do have a plan, take the lesson of National Estate Planning Awareness Week to heart and consider how up-to-date your plan is.
If your net worth has changed significantly or if you have had any of the following life changes since you made your plan, we strongly urge you to have your plan reviewed/updated:
(1) marriage, divorce, or remarriage or death of a partner or spouse
(2) birth or adoption of a child or grandchild
(3) your child has reached the age of majority
(4) a child, grandchild, spouse or partner has become a person with special needs
(5) you are part of an unmarried committed couple
Unfortunately, it’s always that first step that’s often so hard to take. So, if you do not have an estate plan or have had one of the life changes listed above since you last reviewed your estate plan, we strongly urge you to work with a qualified legal professional to create/update and implement your estate plan today.
Give our office a call at 631-683-8700 to set up an appointment, we're here to help make the most of your plan!
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