Chambliss Estate Planning Essentials brings you legal developments and other trends of vital interest in the world of estate planning. This post is brought to you by Dana Perry and other members of the Estate Planning Practice Group of Chambliss Law Firm.
Chambliss Law Firm Monthly Editorial
Spring Cleaning for Your Estate Plan
by Cameron Kapperman, Attorney
Ah, spring – that glorious, refreshing season of glowing sunshine, outdoor activities, beautiful flowers, and… deep cleaning? Indeed, for many, spring cleaning represents a yearly tradition of decluttering, discarding, and donating, all with the end goal of creating an inner sense of peace, comfort, and security. While it takes a little effort and elbow grease, the ritual of spring cleaning ultimately ensures that the house is prepared for the year to come.
Similarly, your estate plan may need some periodic "cleaning" to ensure that you and your loved ones are prepared for the years to come. The circumstances of your life are not static, and neither are the applicable laws that govern estate planning practices. It is important to periodically review and revise your estate plan to ensure that your "house" remains in order.
Here are four things to consider when deciding whether it is time to do a little "spring cleaning" to your estate plan: [Click to read the full article.]