We’re well into the New Year. How are your New Year’s resolutions going? If you’re like most people, you made resolutions related to health, fitness, family, or financial well-being. Estate planning may not have entered your mind as the New Year was rung in, but that doesn’t mean it is not as important as your goal to start painting or lose 20 pounds. In fact, because estate planning affects you and your family, possibly for years to come, maybe in this new year, you need a new estate plan.
Even someone with a fairly normal, uneventful life experiences major life events from time to time. Have any of the following happened since the last time you reviewed your estate plan?
This is also a great time to reflect on your estate plan. If you don’t have one, there’s no time like the present to get started.
Sometimes we need directions and guidance. Your estate plan provides that to your family after you become incapacitated or pass away. For example:
As you review your goals, also consider adding a revocable living trust to your new estate plan.
Law Offices of John Mangan, PA
Palm City-Stuart, FL
CALL: 1 (772) 218-0480
Do you question the need for attorney guidance with so many online resources? Because laws and regulations are complex, and because every person has a lot at risk, more people than ever are seeking professional guidance from an experienced, knowledgeable source. That helps explain the rapid growth of our firm. Whether you happened upon this website by accident or are one of the many referrals we receive from a nearly 15-year collection of satisfied clients, our staff can provide customized estate planning guidance for you. Call us. Our number: 1 (772) 218-0480
Written by: John Mangan, JD, MBA