Think fast: When was the last time you updated your estate plan? Do you need to make changes to your beneficiaries, or the people you appointed to help you if you become disabled or need someone to administer your estate when you die? If it’s been a while, the beginning of the year is the perfect time to make sure your estate planning documents are up to date.
If you’ve had any major life events – a marriage, a divorce, a birth or a death (change of address or married name doesn’t count) – or if someone has ticked you off to the point of no return, your estate plan needs to reflect this. Otherwise, your assets could wind up with someone unintended, like an ex-spouse, or you could accidentally leave new family members out of your will. Give us a call for a free 15-minute consultation at 630-782-1766.