Tag Archives: updating estate plan
Receiving an Inheritance Could Change Your Own Estate Plan
Receiving an inheritance can be a significant blessing, but can also result in some financial complications. The beneficiary might not know how to best manage the money, resulting in some financial troubles. When you receive an inheritance, it is important to spend some time readjusting your own financial situation and to review your estate plan, […]
Make Sure You Update Your Estate Plan After a Divorce
Divorce brings about a significant amount of change in an individual’s life. Anytime you experience that degree of change it is important to review your estate plan to make sure it aligns with your current wishes and your new life. Here are a couple tips to ensure your estate plan is reflective of your current […]
Moving to Florida? Begin Updating Your Estate Plan
Florida is one of the most popular states for people who wish to relocate to a warmer climate for their retirement years. The good news is that whenever you move to Florida, a will or trust you drafted in a previous state remains valid. However, you may still need to make some updates to your […]