Happy New Year! I hope that everyone has a great and wonderful 2013.
And, to get things off to a good start, I’d like to suggest that you review your estate plan to make sure it is up to date and has taken into account all of life’s changes since you created the previous version.
New members to the family? Some members no longer with us? Perhaps a new pet that you want to make sure is taken care of if you are not able to care for him or her yourself? Have you become involved in a new charitable organization that you think deserves a gift? Perhaps the person you have named as the agent under your Power of Attorney is no longer capable or willing to do the job? Perhaps someone in your family has received a college degree that would make them a better fit for the job of executor or agent? Perhaps you have new acquisitions that need to be re-titled in the name of your trust? Planning a job change this year? Perhaps retirement? Is your health status changing?
This is a good time to take a few minutes to just think about these ideas. And if you think your estate plans needs to be updated, please give us a call. We’d be glad to help!
If you have any questions about this or any other legal subject, please feel free to give us a call at 757-234-4650 or visit our website at http://www.BeaversLaw.com.