Getting your estate plan in place is a big accomplishment and an even bigger relief. However, don’t just place your documents on the shelf and mentally check them off your list. As this article outlines, one of the biggest mistakes people make with their estate plan is failing to keep things up to date. Set an annual appointment with yourself to review your estate plan and make any needed updates and adjustments.
Estate Plans Need Routine Maintenance
Book a Consult
The fastest way to determine a path forward in your estate planning is to schedule an appointment for a consult with StoneMyers Law. We'll take the time to listen to your desires to leave a legacy for your family and come up with the right plan to make that happen!
There are many moving parts with Estate Planning, and our team will help you confidently navigate the process. We will expertly guide you through the process and show you every rock in the river along the way.
Probate of Estates
Probate is the legal process of distributing the assets and estate of a deceased person. This includes resolving all probate property issues like taxes, insurance, title, and paying creditors for any outstanding money owed by the deceased.
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