Oct 09
Is your estate plan out of date?
Recently, I wrote a post entitled, “Common Mistakes to Avoid When Shopping for Life Insurance.” The post reiterated that evaluating life insurance needs is an activity that must be conducted on an ongoing basis. Well, like a life insurance policy, an estate plan should also be reviewed at least every 2-to-3 years because circumstances change (marriage, divorce, or birth).
Here are things to think about:
o Do you have a written will or a trust?
o Has your will or trust been reviewed in the last few years?
o Are the beneficiary designations on your retirement accounts up-to-date?
o Does your estate plan accurately reflect the value of your assets?
In order to help you save time and money on common legal matters such as these, we’ve partnered with LegalZoom. You can create reliable legal documents from your home or office. Simply answer a few questions online and your documents will be prepared within 48 hours. They even review your answers and guarantee your satisfaction.
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