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When Is It Time to Update Your Will and Estate Plan?
Life is constantly changing, and you need to ensure that your estate plan changes with you. While it’s a good rule of thumb to review your estate plan every 3-5 years, significant changes in your personal or financial circumstances should also prompt a review.
Don’t Forget to Consider Nontraditional Family Dynamics When Estate Planning
If you have a blended family, a long-term partner, stepchildren, or have a family that differs in any way from the “traditional” family dynamic, you need a customized estate plan. Otherwise, you could end up with an estate plan that leaves out some of your loved ones.
For a comprehensive North Carolina estate plan that will meet your needs or the needs of a loved one, contact Legacy Law Firm today. We offer in-home and video conferencing meetings to accommodate your busy lives.
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