Should I update my will while I’m legally separated from my spouse?
While there are many good reasons to update your estate plan after you legally separate from your spouse, you need to review your documents.
Tax Benefits of Using a Retirement Account for Charitable Giving
As times passes, your estate planning goals may change. One example of a change in priorities is to make provisions for charitable giving.
6 Living Trust Provisions in Need of Review as You Age
It is important to review and keep estate plans up to date, especially when a modification has not occurred in the last several years or even decades.
Update Your Estate Plan By Funding Your Trust With New Assets
If you do not continuously monitor your assets to ensure that your trust is properly funded, it may not work in the manner that you intended it to.
Updating an Estate Plan: What You Can Expect
Your estate planning documents should be updated often. This is an overview of what to expect when updating an estate plan.