Does Your Estate Plan Need a Tune-Up?
Estate planning isn't a one-and-done task; it's a process that should evolve with your life circumstances and changes over time. Is it time for you to review and update your estate plan? Click below to find out.
Have you had any major life changes, such as the birth, marriage, divorce, or passing of family members, or changes in relationships between family members?
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Yes
No
Have you acquired new assets, such as real estate, businesses, investments, or new financial accounts?
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Yes
No
Has the value of your assets grown significantly?
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Yes
No
Are all of your named fiduciaries (i.e. Personal Representatives, Guardians, Agents, Trustees) still able to serve, or is there someone in your life newly able to serve due to becoming older/more mature?
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Yes
No
Have you moved to South Carolina from another state?
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Yes
No
Has it been more than 5 years since you reviewed your estate plan with an attorney?
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Yes
No
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