When a new year rolls around, people often resolve to take care of certain responsibilities that they have been putting on the back burner. With this in mind, we urge you to schedule an estate plan review in 2021 if you have not looked at your plan in years. There are a number of different reasons why revisions can be necessary, and we will look at some of them in this post. Changes to Relevant Laws Your original estate plan is based on a snapshot of the circumstances that existed at the … [Read more...] about New Year’s Resolution: Schedule an Estate Plan Review
We live in somewhat of a “microwave society” that is based on instant gratification. You can find out how to do just about anything on the Internet, and a lot of people like to look for shortcuts. This enters the picture when it comes to estate planning. Boilerplate Legal Documents There are websites that sell downloads and worksheets that you can use to create legal documents, including last wills and trusts. They try to float the idea that anyone can create an estate plan without any legal … [Read more...] about Is DIY Estate Planning Effective?