Update Your Will Before Your Next Big Trip

After a long,cold winter the first thing on everyone's mind is where they are going for vacation. This time of year is also the best time to tune-up your current estate plan. Reviewing your estate plan prior to a big trip is a common practice, and the article below helps you determine what to focus on.

In general, we suggest that you review your estate planning documents every three to five years to ensure that everything is according to your wishes. However, preparing for a big trip is the perfect time to pull out your existing estate planning documents and make sure that your executors, trustees and guardians are all still who you wish for them to be. In addition, make sure that the provisions for your family still comply with your wishes. If it has been many years since you completed your documents, there have likely been changes in both your life and the tax law since that time. Your Dinsmore attorney can work with you to make any necessary changes so that all of your documents are up to date before you set off on your next excursion.

— Kristin M.Lenhart