What does National Estate Planning Awareness Month mean for you? It’s an opportunity to think about your estate plan, your loved ones, and your legacy, and what might need to change.
Step 1: Don’t miss our estate planning fundamentals series on social media! Follow along as we publish a series of posts to help keep you up-to-date. Join us by clicking on the links below:
Step 2: What has changed in your life? Any major event—births, deaths, marriages, and more—will affect your estate plan. No major event? Revisit your plan every five years to address legislative changes and ensure your powers of attorney don’t become stale.
Kristen’s post on our blog will guide you through what to review. Click here to read more about how to tell if your estate plan still protects you and your loved ones.
Step 3: Encourage your friends, family, and loved ones to check their estate plans or talk to an attorney about creating one. Everyone, regardless of age and assets, deserves to be protected.
We are committed to providing helpful resources for you to use and share. Please join us on social media or read through our blog. If friends or relatives have questions about how we work, see our frequently asked questions page. Or, contact us to schedule a consultation.
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Disclaimer: Materials prepared by JM LAW, PLLC are for general informational purposes only. Educational material does not create an attorney-client relationship and is not an offer to represent you. You should not act or refrain from acting based on information provided.