Every time the calendar turns over to a new year, it is a good idea to review any estate plans that you might have made.
Periodically reviewing your estate plan is necessary if you want your plan to remain effective. Things change and your estate plan should change to reflect that.
Even if you do not think that there have been any substantial changes that would require an update to your estate plan, you should review it anyway, just in case. Many people advise that you should review your plans when filing your taxes because it is easy to remember to do so then.
Recently, the Wills, Trusts & Estates Prof Blog offered some estate planning tips that can help you review in “Tips for Estate Planners in 2017,” including:
Reference: Wills, Trusts & Estates Prof Blog (Jan. 21, 2017) “Tips for Estate Planners in 2017.”
I heard Cindy’s presentation at a Senior Luncheon at my church, and was very impressed. She helped my daughter and me understand many aspects of elder law. Josh has also been very helpful in my planning to enter an independent living situation . I have told many friends about them.
The very best elder law attorney and staff anyone could ever ask for! I have referred a number of clients to Cindy and she never disappoints. She is kind, caring, and extremely thorough in making sure everything is completed as it should be. I highly recommend Cindy for anyone needing lawyer services; she truly goes above and beyond for every client she helps and has had a huge impact in so many peoples’ lives. Thank you, Cindy and staff, for everything that you do- I’m so glad to know you!
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I had a simple legal question to them that I needed answered and they very helpful in giving me the information I needed. I highly recommend them and will reach out to them if I need more advice or assistance. Thank you for taking your time to just answer a couple of questions I had!