How often should you review and update your Will?

How often should you review and update your will?

I think it’s one of those things that is easy to put on the back shelf. Things change. If you are not keeping things up to date in your estate plan, then when it’s called upon, it’s not going to reflect what your wishes really are at that time.

It’s easy to work with someone and just get the basics in place. The basics are better than having nothing. A lot of times when I am meeting with clients, I am educating them about the issues that they should be concerned about. I see a lot of these “ah ha” moments. A big “ah ha” moment for a lot of clients is the realization that there is a way that you can leave things to your kids, allow them to have control over it, but protect it from things like a divorcing spouse or bankruptcy or any number of things.

If you have any questions regarding the current status of your Will or Estate Plan, please contact my office to set up a conference or zoom call at a time that's convenient for you. And Remember, in the meantime, be excellent to yourself and to each other.

J.T. Kinder