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    Joshua and Laura Meier Newport Beach Trust and Estate Planning Attorneys Focused on Helping Families with Young Kids
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    Aug 30 12

    Important Reasons to Review Your Estate Plan

    Newport Beach Law Firm

    Nearly 2.5
    million Americans die each year, and many haven’t signed the basic documents
    needed to protect loved ones. But let’s say you took this important step. How
    often do you need to revisit your estate plan?

    planning is not a single event, but rather a lifetime process. As long as
    you’re living, your life, your interests, and your plans are changing, growing,
    and adapting; you simply need to keep the paperwork current.

    It’s a good
    idea to review your estate planning at regular intervals. But there also are
    certain life events that could trigger the need for review and updates. Forbes points out three of them in their
    recent article, “When Should You Redo Your Will? The top
    three events listed in this article include changes in the law, impending good
    fortune, and financial setbacks.

    you really need to adjust your estate plans whenever your life or finances
    change. Another recent Forbes article
    offers the “5 Life Events That Require An Estate
    Planning Review

    Their handy checklist says you
    should review your estate plan when:

    1. You get married.
    2. You get divorced, or your spouse dies.
    3. You purchase or refinance a home.
    4. You open new savings, bank, or investment accounts.
    5. You have new children or grandchildren.

    Contact Meier Law Firm to discuss all of your estate planning needs.

    Reference: Forbes
    (August 9, 2012) “When Should You Redo Your Will?

    (August 13, 2012) “5 Life Events That Require An Estate
    Planning Review

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