Hit the mark. Miss the boat. The words “hit” and “miss” are used in a number of colloquialisms and idioms. The phrase “a hit or a miss” suggests a random, haphazard approach – which is certainly not how you need to do your estate planning! When considering whether your estate plan is a hit or a miss, ask the following questions:
Most people have some goals in mind when they meet with an estate planning attorney. If they don’t know what they need, the attorney can offer advice based on an analysis of their circumstances.
Some of the more common estate planning goals include:
These seem like pretty important reasons to have your estate plan handled by a qualified Florida estate planning attorney. Having a “hit or a miss” attitude when planning your estate may lead to a plan that misses the mark.
There are times when you need to dust off your estate planning documents and make sure they still fit. If you have experienced any major life events, there’s a good chance the plans that were good several years ago now are more of a near miss than a focused strategy.
The following types of events may trigger the need for an estate plan review:
Estate plans affect you and your family’s future. They are just too important to be handled in an offhand, aimless way.
Attorney John Mangan is board certified in Wills, Trusts & Estates by the Florida Bar. Please call us at 772-324-9050 or use our Contact Form to set up an appointment. We help clients throughout Florida, including Stuart, Palm City, Hobe Sound, Jupiter, and Port St. Lucie.