Happy New Year!
We hope you had a very Happy New Year!
Each year, our family dynamics change and it’s a good time to review your legal documents to ensure everything is in place. We’ve included a link to download our annual planning checklist below.
Regular legal checkups are essential to ensure your estate plan reflects your current circumstances and goals. Reviewing your legal documents annually helps protect your assets, adapt to life changes, and preserve family harmony.
As always, we are here to serve as your family’s lawyer and trusted advisor.
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The Importance of Annual Legal Planning
Legal planning is akin to a compass guiding us through life’s uncertainties. Yet, many individuals view legal matters as a reactive pursuit, only seeking assistance when an issue arises. However, there is tremendous value in adopting a proactive approach through annual legal planning.
In this article, we delve into the pivotal reasons why annual legal planning is not just a necessity but a powerful tool for safeguarding your future.
Has Your Family Changed in the Last Year?
Have you or your family welcomed a baby, purchased or sold real estate, celebrated a wedding, experienced a health issue, or a divorce or loss of a loved one? Each year, our family and circumstances change. These life changes may create different priorities that need to be considered as part of your will, trust, long term care, or probate plans.
We recommend using this free annual checklist to revisit your circumstances to ensure that your wishes and health care directives are up to date. Contact us if you’d like to schedule an annual review or update your documents.
Download the Annual Planning Checklist
For over 70 years, Frame & Frame Attorneys at Law has been serving the legal needs of our community. We have created free guides and articles to answer questions about estate planning, elder law, guardianship, Medicaid planning, probate services, and more!