Burr-Law - Estate Planning Lead Magnet - Flipbook - Page 9
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Keeping Your Estate Plan Up to Date
Regular Reviews
Review your estate plan regularly, at least
every three to five years, to ensure that it
remains aligned with your current financial
situation, goals, and objectives.
Life Events that Trigger Updates
Certain life events, such as marriage, divorce,
the birth of a child, the death of a beneficiary
or fiduciary, or a significant change in your
financial circumstances, may necessitate
updates to your estate plan.
Conclusion
Estate planning is a critical aspect of your
overall financial plan. By following this
comprehensive estate planning checklist,
you can create a tailored plan that protects
your assets, provides for your loved ones,
and leaves a lasting legacy. Remember to
regularly review and update your plan to
ensure that it remains current and reflects
your evolving needs and circumstances.
Working with Your Estate Planning Team
Maintain ongoing communication with your
estate planning team to keep them informed of
any changes in your life or goals. They can help
you adjust your plan as needed to ensure that it
remains effective and in line with your wishes.
anna@burr-law.com
www.burr-law.com
+720-500-2076
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