The more they change, right? Cook Law Office has gone through some major changes the last few months and, as a result, I have been reevaluating a lot of aspects of my business, including, obviously, my website!
So, what has changed in your life? Was someone born or did someone die? Have your children grown into fine, upstanding adult citizens since the last time you looked at your estate plan? Is your trust more complex than it needs to be given recent changes in the law? If so, it may be time for you to reevaluate your plans as well!
I recommend to all my clients that they review their trust annually and make sure they know what's in it and it's still what they wanted. Then, every few years (say, 3-5) and whenever major events happen, bring it in to your attorney to verify whether changes are required. Your estate plan is part of your overall long-term financial plan and your estate planning attorney is one of your financial advisers. Keeping up your financial relationships is vital to the success of your plan!