When Should You Create an Estate Plan?

Although it’s always wise to have an estate plan, and supporting documents in place, there are key changes in life circumstances that may make it a heightened priority for you and your family. This is not intended to be an exclusive list, but here are some common circumstances which should cause you to create or re-evaluate an estate plan:

  1. You got married.

  2. You have each child.

  3. You acquired a home or land.

  4. You got a divorce.

  5. You have complex property or business interests.

  6. You want to leave specific things to specific people.

If you have experienced any of these changes in life circumstances and you do not have an estate plan; or, if you have had a change in any of these since you last reviewed your estate plan, you may want to consider calling an estate planning attorney.

Ready to get started on your estate plan? Our team stands ready to help you. Contact us today to schedule an appointment.