Remembering the “Ds”: Know When to See Your Attorney

Register and learn more: https://berlinpeck.org/events/remembering-the-ds-know-when-to-see-your-attorney/ Life changes, and your estate plan should change with it! Learn when it’s time for an update. Do you already have your estate plan in place? If the answer is ‘yes’, great work! You have made a proactive choice that will enable you to have your wishes clearly stated and honored after you pass away. However, an estate plan is a living document that requires active maintenance and oversight as life happens, so you should know that it is not a once and done task! Regularly reviewing your plan is an absolutely essential part of effective estate planning. In this session, we will examine when it is appropriate to reassess or update your legal documents with an attorney by discussing the “Ds”, or those key life events that can precipitate a re-evaluation of an estate plan. This session is helpful to all who have an estate plan or are considering one in the future.