Spring Clean Your Estate Plan
Your Hosts
Aaron E. Connor, Esq.
Kristen A. Peck, Esq.
April 27, 2024
Hosts: Aaron Connor and Kristen Peck
Spring isn’t just about tidying up your living space and outdoor areas. It’s also the perfect time to give your estate plan a much-needed refresh. You might be surprised by what you discover.
On this episode of Life Happens, join attorneys Aaron Connor and Kristen Peck as they roll up their sleeves to help you dust off, scrub up and polish your Plan. For starters, it’s important to evaluate what’s changed since you signed documents. Have you experienced a:
- Change in finances?
- Marriage or divorce?
- Birth or adoption of a child or grandchild?
- Death or change of a beneficiary or fiduciary?
- Change in health, disability or illness?
- Change in assets?
- Change in residence?
If three years have passed since you met with an estate planning attorney, or if any of the above life changes have occurred, you may be missing a critical legal aspect. Aaron and Kristen will describe the process of revisiting and updating your plan – to plant the seeds for your family’s security.
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