When Was the Last Time You Reviewed Your Estate Plan?
An estate plan is not something to set aside and forget. Just as leadership requires ongoing attention in business and at home, your estate plan should reflect today’s realities. Laws shift, families grow or change, and business responsibilities evolve. A plan that once seemed complete can become outdated without regular review and updates.
Aligning Your Life and Legacy
Good leadership extends beyond the workplace. Estate planning provides structure and guidance for families, businesses, and communities. Because tax laws, probate rules, and trust requirements can change, a plan that once fit well may need updates. Without adjustments, families may face added costs, delays, or uncertainty.
Key Priorities to Keep in Mind
Family and business are connected
Changes in the law can affect how property, investments, or a company are passed on.
Clarity reduces stress
Instructions that are out of date may not reflect today’s circumstances.
Support for those you trust
An updated plan gives your loved ones and representatives clearer direction.
Keeping Your Plan Current
Regular reviews help ensure your estate plan reflects both your values and today’s legal environment. During a review, we can:
- Assess how new or pending legislation may affect your plan
- Update tax and trust strategies to preserve assets
- Confirm that beneficiaries, executors, and trustees are still appropriate
- Coordinate your estate plan with business and real estate holdings
When to Revisit
If it has been more than a year since your last review, it may be time to take another look. Life changes, and your plan should reflect your current situation.
Why Reviews Matter
- Family and financial goals can shift
- Tax and probate laws may change
- People in trusted roles may move on or no longer be the right choice
- A current plan helps provide smoother transitions
Moving Forward
We are available to review your plan and help you keep it aligned with your priorities. If you know someone who may benefit from this process, please feel free to share our contact information.
