Glave Business Solutions

Free Estate Plan Review!

While you may have an estate plan or will in place, it may not be updated to reflect your life changes.

Have you had your estate plan reviewed in the past year? In the past year have you bought a house? Have you gotten married? Gotten a divorce? Has your spouse unfortunately passed away? Have you had a birth of a child? Has your child reached the age of 18? Do you now own a business?

If you answered yes to any of these questions, it is time to have your estate plan reviewed. These are just some common events which could occur over the course of a year. If this is the case for you, please contact Phillips & Santana, PLLC to assist in updating your current arrangements. We offer free consultations to review your existing estate plan to make sure it fits your current needs. If changes need to be made, we would be happy to make any updates to your estate plan.

It is always a good idea to review your will on a yearly basis. So much can happen in a year. A yearly review of your estate plan will allow you to have any updates or changes that may have happened in the past year incorporated into your will and reflect how you would like your estate to be distributed.

Without having changes made to your estate plan, your child that you just had this past year will not be included in your estate should something happen to you. Meaning your new child would not receive any part of your estate. Or if you left everything to your spouse and now have gotten a divorce, everything would now go to your ex-spouse if changes are not made to your estate. This may or may not be your intentions. These are just a few reasons why you should regularly review your estate plan.

No one likes to think about the end of life, but having a proper estate plan in place will give you peace of mind. Here, at Phillips & Santana, PLLC, we strive to make an estate plan that is tailored to fit you. Stop by and see us. We can help you. Don’t have an estate plan, no problem. We offer estate plan services that include wills, trusts, power of attorney and medical power of attorneys. Set up a free consultation to see how we can help you with your estate plan.

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