The Importance of Regular Check Ups for Your Estate Plan

To make sure your estate plan continues to reflect your planning desires as time passes, you may need to make occassional changes to your plan. A regular "check up" of your plan gives you the opportunity to consider any changes in your life or in the law that may have occurred, and make the necessary adjustments. When performing a review, it is important to consider not just your will or living trust, but your death-beneficiary accounts, as well. An estate planning lawyer from Legacy Assurance Plan, properly executed, can protect you as well as your family in the event of sickness, accidents or untimely death. With just a little advanced planning, you can help your family avoid wasted dollars and unnecessary hardship.estate planning lawyer Legacy Assurance Plan

Estate Planning Checkup: 3 Items to Review Having an estate plan is an important step toward protecting your family for the future. Keeping it up-to-date is just as important as having one in place, especially if your wishes and circumstances have recently changed. Here are a few check-ins that will keep you and your family protected.estate plan  Update Existing Planning Documents  Check Your Life Insurance Coverage  Review Your Assets

Again, if you can answer “no” or “I don’t know” to any of these questions, contact an estate planner to talk about your needs. To find an estate planner near you in Florida, Legacy Assurance Plan of America, Bradenton, is the best option for you. We are highly professional and more than 20+ years of experience in estate planning. Our motto is client should be more than satisfaction. Call for free consultation at estate planner Legacy Assurance Plan of America Touch With Us