Spring Cleaning Your Estate Plan

Spring cleaning isn’t limited to your home and yard. Use the energy of the new season to give your estate plan a fresh look. What you find may surprise you.

In this Life Happens podcast, attorneys Lou Pierro and Bonnie Weikel 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. Lou and Bonnie describe the process of revisiting and updating your plan – to plant the seeds for your family’s security.