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Home / Estate Planning / Do You Suspect That Your Estate Plan Needs Updated?

Do You Suspect That Your Estate Plan Needs Updated?

November 7, 2020 by Brandon McGee

You create an estate plan with the idea that it’ll protect you, your loved ones, and your finances both now and upon your death. However, there’s something you may be overlooking: your estate planning needs can and probably will change as you age.

For this reason, it’s critical that you update your estate plan as necessary. Here’s what you should do:

  • Review it: Review your estate plan from start to finish, ensuring that you fully understand the current conditions and what no longer suits you. This is typically all that it takes to pinpoint areas of concern.
  • Take notes: There will be things that can stay the same. There will be things that may require your attention in the near future. And there will be things that you want to change right now. By taking notes, you can outline what’s working, what isn’t, and what to do next.
  • Consider your options: It’s not good enough to simply pinpoint areas of your estate plan that need to be updated. You should also consider your options for doing so. For example, if you find that you need to name a new guardian for your children, consider why you’re making this change and your options moving forward.

Along with the above, there’s one last thing to remember: don’t delay. When your estate plan needs to be updated, there’s no good reason to sit back and hope for the best. You’re the only person who can make the necessary changes, so it only makes sense to take action as quickly as possible.

Do you need help reviewing your estate plan? Are you ready to make changes but unsure of where to start? Contact us to discuss your situation, learn more about your options, and decide what to do next. We’ll make sure that you end up with an estate plan that suits the needs of you and your loved ones, now and in the future.

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Brandon McGee
Brandon McGee
Brandon McGee enjoys a successful law practice focusing on estate planning, elder law, Medicaid preplanning and crisis planning, and probate. Brandon and his team combine legal skills with compassion and understanding to develop estate plans that are personalized to the needs of each of their clients.
Brandon McGee
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Filed Under: Estate Planning

About Brandon McGee

Brandon McGee enjoys a successful law practice focusing on estate planning, elder law, Medicaid preplanning and crisis planning, and probate. Brandon and his team combine legal skills with compassion and understanding to develop estate plans that are personalized to the needs of each of their clients.

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Client Review
May 25, 2021
    

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action.  In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

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