3 Year Review: Has it been over 3 years since you’ve reviewed your Estate Plan?

Stop the Procrastination! Your family is counting on you and your Legacy depends on it.

The “3 Year Estate Plan Review” complimentary consultation is meant to ensure that your estate plan stays up to date with regard to law changes as well as what you wish to accomplish for your family. Remember, laws, relationships, assets and the manner in which you wish to distribute your trust assets often change over time. This meeting provides you a better understanding of your estate plan, and the opportunity to ask questions, such as:

» Does my current Estate Plan still reflect my wishes as to who will inherit and when they will receive their inheritances?
» Does my plan protect my hard-earned assets against the ever-increasing cost of nursing home and in-home care?
» What procedure will be followed to notify my family or representatives in the event of my incapacity or death?
» If I have created a Trust, are all of my assets titled in the name of that trust, so that they will avoid probate?
» Does my Estate Plan still make good sense in light of recent changes in the law?
» Have changes in my family such as births, marriages, new in-laws, ex in-laws, deaths or divorce created a need for planning revisions?

If you have a need for estate planning, probate, trust administration, or Medi-Cal planning, give The Hayes Law Firm a call at (626) 403-2292. William K. Hayes, Esq. is a member of the American Academy of Estate Planning Attorneys, which is recommended by Consumer Reports, Money Magazine, and Suze Orman as a top resource to find quality estate planning attorneys. Thanks for reading, “Likely Problems If You Do Not Have an Estate Plan in Place” courtesy of Pasadena Now.

Did you enjoy this article? 3 Year Estate Plan Review

Read our past article, ”How Much Does the Average Funeral Cost?”

For more information about The Hayes Law Firm, visit our Google My Business page.

This website is not intended to be a source of solicitation or legal advice. General information is made available for educational purposes only. The information on this blog is not an invitation for an attorney-client relationship, and website should not be used to substitute for obtaining legal advice from a licensed professional attorney in your state.   Please call us at (626) 403-2292 if you wish to schedule an appointment for a legal consultation.

Do You Have General As

Full List of Seminars:  www.losangelestrustlaw.com/seminars

• Author
• Recent Posts

William Hayes

As an attorney in private practice in Los Angeles County, California William Hayes provides extensive estate and tax planning services to individuals and businesses in Los Angeles, Pasadena, Glendale, Burbank and surrounding communities. Attorney Hayes’ primary focus is to help clients avoid probate, protect their assets, and provide for the security of their loved ones with a well-crafted estate plan. He believes in giving each client the time needed to explain his or her needs and wishes and then dedicates his efforts toward making the client’s desires clear in their final estate plan.

Latest posts by William Hayes (see all)

• What To Know About Special Needs Trusts - November 27, 2023
• Weave Charity Into Your Estate Plan - November 26, 2023
• Elder Care for Seniors Without Family - November 25, 2023