Our family at Leigh Hilton, PLLC, just wrapped up another blessed Thanksgiving season. Now we are ready to decorate the tree for Christmas, put lights up for all to see, and ring in a prosperous 2024. We are incredibly thankful, and we hope you continue thinking of us as your peace-of-mind experts for all your estate planning, probate, and elder law needs this holiday season. That includes any estate plan review you may need to get scheduled.
When we design estate plans for our clients, we do our very best to think of everything that matters most to them and even the things they did not know were important. The result is a set of thorough legal documents designed to protect you and your loved ones and cover life’s many ill-timed curveballs. That said, conducting an estate plan review every three years is critically important.
After all, a lot can change in a few years, and the last thing you want is to let too much time go by without accounting for those changes.
Let Us Help You Do an Estate Plan Review
Once you create an estate plan, it is easy to just file it away in a drawer and assume you and your loved ones are covered for every possible future situation. The thing is, though, that is not always possible.
Even when times are good, life situations change — whether intended or not.
Babies are born. People get married, divorced, and remarried.
Your healthcare situation changes. A spouse passes away. You are blessed with a windfall of money.
Your needs and those of your family are fluid. While it is great that you have an estate plan in place, have it reviewed every three years to ensure that it is current, expresses your wishes, and covers all your bases. This is especially true as we plan for another New Year in the coming weeks. How quickly can things change? In a word — fast. When I meet with a client to go over what has happened in their family, I almost always discover new things that need to be changed or updated in their estate plan.
Let us help you uncover those additional details and ensure your estate plan has you covered.
Call Leigh Hilton PLLC Today!
How often should my estate plan be reviewed? Again, at least every three years. Some changes are predictable, though we still may not know how soon they will occur. Other changes are not so predictable. Either way, it is important to be prepared for as many situations as possible. Call Leigh Hilton, PLLC, in Denton, TX. We have ample experience and will take into consideration your particular situation. Proper planning of an estate, whether through a Will, Trust, or both, helps ensure your wishes are carried out.
Leigh Hilton, PLLC, wants to be your first call every time for any estate planning need. We look forward to serving you.