When To Update Your Will

Creating a will and estate plan is a good first step in protecting the people closest to you and the assets you’ve worked so hard to accumulate. But even the best will can become obsolete over time.
Consider the many life events that can impact a will and other arrangements:

• moving to another state
• changes in the value of your assets
• a change in marital status
• birth of a grandchild
• a change in the real estate you own
• new tax laws
• changes in your charitable goals

If you need to update your will, there is no substitute for using a qualified attorney with estate planning experience in your state. A knowledgeable attorney can make sure that your revisions are properly recorded, which can reduce expenses and help heirs receive their inheritances sooner.

For more information about wills and how to include the charity of your choice in your will or estate plan, please contact the Law Office at 919-883-2800.