- Do you have an estate plan you trust?
It’s critical that you feel confident in your estate plan. This will give you and your loved ones peace of mind today and in the future.
If you have any concerns about your estate plan — no matter how big or small they may be — take the steps necessary to regain control of your situation. And of course, if you don’t have an estate plan, now’s the time to create one.
- When was the last time you reviewed your estate plan?
Don’t assume that the first estate plan you create is the one that will remain in place until your death. Instead, you must realize that regular reviews and alterations are a must.
If you don’t know the last time you reviewed your estate plan, it’s been too long. Take the time to carefully review each and every detail, ensuring that they’re still relevant to your current circumstances and future goals.
- Does your estate plan touch on all your questions and concerns?
Anyone can create a basic estate plan, but that doesn’t mean it will satisfy all your questions and concerns. As you review your estate plan, you’ll come to better understand if it “checks all the boxes” for you, your family, and your estate.
For example, you may have questions such and concerns related to incapacity planning, long-term care planning, disability care, insurance, and protecting your children or other beneficiaries form creditors or the ravages of a nasty divorce.
An estate plan that touches on all your questions and concerns is one that you can feel good about.
If you’re worried about making any of these mistakes, you’re in the right place. Visit Gershberg & Associates, LLC online at https://gershberglaw.com/ or contact us via phone at (410) 654-3850. We’re here to answer your questions, address your concerns, and help you in any other way possible.
