Estate Planning for the Elderly
Laws, taxes, and people change constantly
Estate Planning Updates are very important.
Outdated documents can cause more problems than none at all.
Be aware of the scenarios and life changes to keep in mind
Change of intention
Birth of a child
Death of a beneficiary
Marriage and/or divorce (of either you or a beneficiary)
Change in the nature or extent of your assets
Retirement, and/or
Change in your state of residence.