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817-462-5454

7 Reasons to review your estate plan

Posted on November 22, 2011 | by ahrenstech

You haven’t reviewed your estate plan since. . . . . ?

You need to update your plan if:

1. Your net worth or the value of certain assets substantially increases or decreases.

2. Your family circumstances change (for example, marriage, divorce, or birth of a child or grandchild).

3. A beneficiary dies or his or her financial circumstances change.

4. A person you named as an executor, trustee or guardian dies or is no longer suitable.

5. You move to a new state.

6. Your estate planning goals change.

7. It’s been more than 3 years since you last reviewed your estate plan.

Contact our office at 817.462.5454 to get the latest information on estate tax law changes and to discuss whether your plan should be modified in light of legislation or changes in your specific situation.

Posted in Agent for Disposition of Remains, Durable Power of Attorney, Elder Law, Estate Planning, Healthcare Planning, HIPAA Release, Long-Term Care Planning, Medicaid Planning, Veterans, Wills

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800 N. Industrial Blvd., Suite 106
Euless, TX 76039

Phone: 682.428.3046
Email: info@abonelaw.com
Driving Directions:

While my address is Industrial Blvd, we are actually on Clinic Drive. Look for the tall red Super Value Pharmacy sign. Whether coming from the North or the South, you will turn off of Industrial Blvd. onto Clinic Dr. Our building is located up the hill just past the Super Value Pharmacy at the far end of the building.

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