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Home / Estate Planning / What to do About an Outdated Estate Plan

What to do About an Outdated Estate Plan

August 11, 2021 by Brandon McGee

An outdated estate plan isn’t something you should let linger. It requires immediate attention to ensure that you make the right changes for both you and your family.

Of course, that doesn’t help answer the key question: what’s the best way to approach an outdated estate plan?

While you should always do what’s best for you, your loved ones, and your future, here are some basic steps you can take:

  • Review your estate plan in its entirety: Don’t make any assumptions about your estate plan. Review every last detail to ensure that you have a firm grasp on where things currently stand.
  • Make note of areas of concern: During your review, make note of any areas of concern.
  • Think through potential changes: It’s one thing to pinpoint areas of concern, but another thing entirely to make the changes necessary to give you peace of mind.
  • Consult with an estate planning attorney: Rather than attempt to alter your estate plan on your own, consult with an experienced estate planning attorney. They can help you update your estate plan, thus giving you peace of mind in knowing that everything was done the right way.

As you get into the habit of reviewing your estate plan, there’s a good chance you’ll eventually realize that changes are necessary. Just the same as creating your first estate plan, don’t hesitate to take action. Should something happen, your current estate plan is the one that will dictate the future, such as who receives your assets.

If you have questions or concerns about updating your estate plan, you’re in the right place. At our law firm, we have many years of experience helping people in your position get back on track. Contact us online to set up a free one-hour personal consultation with our experienced estate planning attorney.

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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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