The Dean Law Firm Blog

Wednesday, September 23, 2015

Is it Time for an Estate Plan Check-Up?

We are used to getting regular check-ups for medical and dental health, and even our finances. While it may not need to be as frequent, the same holds true for your Estate Plan. There are multiple factors that determine a need for change in your Estate Planning documents.  We have compiled a list of life events that could call for an Estate Plan check-up.

  • Birth or adoption of a new child or grandchild
  • Children or grandchildren reach adulthood
  • Death, Disability, or Illness that impacts those named in your documents
  • Change in desired guardians for minor children
  • Marriage
  • Divorce
  • Receiving a large inheritance or gift
  • Changes in tax laws
  • Changes of your desired executors or agents
  • Start or close of a business
  • Gain or loss of a significant asset
  • Move to a new state

It is a good idea to review your estate plan every three to five years to ensure that it is all still according to your desires.

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The Dean Law Firm, PLLC assists clients in Sugar Land, TX and throughout Houston in Fort Bend County and Harris County.

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| Phone: 281-277-3326

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