Estate Planning Arithmetic

April 17, 2018

 

The concept behind today's #TipTuesday is really simple, yet somehow the application rate is dismal. So here's goes ---

 

if you have a change in relationships, you have a change that needs to be reflected in your estate plan!

 

That's it. Nothing earth-shattering -- unless you accidentally disinherit your daughter because you forgot to update your estate plan after she was born.

 

--- or leave the care of your children in the hands of the Courts because the person you named as their Guardian died and you forgot to update your estate plan.

 

--- or fail to update your Will after your marriage, and then upon your death, everything went to your parents instead of your spouse.

 

--- or.....use your imagination.

 

 

 

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