How Often Should You Review & Update Your Estate Plan?
Generally, we recommend that you review your estate planning with your attorney every few years or whenever there is a significant or material change in your financial or personal circumstances. These may include:
- Change in marital or relationship status
- Birth or adoption of a child
- Minor children have reached legal age
- Purchase of a home or another substantial asset
- Income/financial changes
- Death of a named beneficiary
- Changes to the law
No matter your situation, it is important to do a full review of your estate plan at least every few years.
Personalized Estate Planning Services
At Robert L. Bolick, Ltd., we provide customized estate planning services specially developed to fit your unique needs. With more than 30 years as an estate planning attorney, Robert has the knowledge and experience to effectively evaluate your needs and assist you in achieving your future planning goals. He serves individuals and families in Las Vegas and throughout Nevada.
Should Your Estate Plan Be Updated?
A quick review may be all you need. Schedule a free consultation with Mr. Bolick, a Las Vegas estate planning attorney with more than 30 years of experience today.