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The Changes You Should Make

For many of us, spring came and went in the blink of an eye as we stayed home during the Covid-19 Stay Home Stay Safe Order issued by our Governor. The flowers bloomed, the grass turned green and the sound of wildlife started to return. Suddenly we are in the heat of summer, seemingly straight from winter!

During this time, we have seen a new sense of normalcy emerge, quite unlike our lives of the past – which really was only a few short months ago! All these changes going on around us really has us thinking about everything that has permanently changed.

We invite you to pause reading for just a moment, and before you go any further, reflect on some of the things that have changed in your life these past few months.

Did you take a minute to think about the changes brought about this year? Great! What about changes since you have drafted your estate planning documents? Have you thought about those changes? Have you been reviewing your estate plan every so often to make sure the documents still reflect your wishes? If you have not thought about changes in your life since you first had your documents prepared many moons ago, you should!

Seasonal changes and the extreme changes due to Covid-19 aside, there are several changes in everyday life that could and should lead to you updating your estate plan. We thought it would be helpful to put together a checklist of important events that should prompt you to update your estate plan or at least check in with us to see if changes should be made. If you are interested in receiving the checklist, please contact us and we will be happy to email or mail it to you, free of charge!

Additionally, do not hesitate to contact us at any time of significant change to see if it is the type of change which would impact your documents – we will tell you whether you must make changes or if there is no action needed.

We create the documents with flexibility to anticipate many of the common changes that occur in life, but some changes are so significant that the documents should be updated to make sure they serve you well.

If your plan is very outdated, or you have not prepared a plan, contact us today to schedule an initial consultation with our office, free of charge.

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