Reviewing / Updating Your Current Estate Plan

Do you have a Will or Trust? Has it been a few years (or longer) since your estate plan was created? Have you thought about making changes? Have you experienced a major life event that may impact your current plan?

The will and trust attorneys at Curtis, Curtis & Brelinski, P.C. recommend that you review and consider your estate planning documents regularly due to possible changes in personal circumstances as well as any changes in the law.

If any of the following events occur (this is not an exhaustive list), you may want to review the potential effect on your estate plan to determine whether it should be amended or even revised in its entirety.

• Birth, death, marriage and/or divorce in the family, including children, grandchildren, or other beneficiaries;
• Illness or disability of a parent, child or other family member;
• Death of personal representative, trustee or guardian;
• Economic change (good or bad), including inheritance, insurance proceeds, gift or windfall;
• Change of feelings towards a beneficiary;
• Actual or contemplated sale or acquisition of business or real estate;
• Acquired real estate in a different state;
• Retirement from business or profession;
• Contemplated large gift to charity;
• Contemplated large gift to an individual;
• Change in laws;
• Change in goals, whether probate avoidance, beneficiaries, or charitable.

Often, our estate planning and probate/trust administration lawyers encounter issues that arise after one has died that could have been prevented and avoided, but it was too late at that point. We encourage you to take a few minutes to review your present situation, and consider contacting us for an appointment to ensure your estate plan matches your current wishes.

For more information or to set up an appointment, please call Curtis, Curtis & Brelinski at (517) 787-9481, email info@curtiscurtislaw.com, or complete our online contact form. Based in Jackson, we serve clients throughout mid-Michigan.