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McCurrie McCurrie
& McCurrie, L.L.C.

680 Kearny Avenue
Kearny, NJ 07032-3010
Phone: (201) 467-4180
Fax: (201) 997-9567
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Estate planning isn't always set in stone

Set it and forget it, right? Wrong. Estate planning is something that requires upkeep. Many people might think that they can get a will and their estate planning needs will be met for their lifetime. That might be true for a very select few people. More than likely, people will require revisions or totally new estate planning documents throughout their life. As people go through life, certain events can make their previous estate planning documents not useful or not in line with their actual wishes.

Some of these events could be unexpected, and some of them might be well thought out changes. Making sure a person's estate planning documents are up to date and complete is very important. If an unexpected event requires the use of these documents, it is important that they are in line with a person's wishes.

Events that might require a person's estate planning documents to be changes include: tying the knot, untying the knot, refinancing or buying a new home, opening a new account of some sort, or changes in the number of children a person has. Although there may be other events that might also require changes, these are a few common ones.

An experienced estate planning attorney can help make sure all of a person's estate planning documents are in good order and in line with their wishes. Reviewing the documents periodically or after a major life change might be a wise idea. If changes need to be made, an attorney should be able to help.

Source: Forbes, "5 life events that require an estate planning review," Michael Chamberlain, Aug. 13, 2012

-Many changes happen throughout our life. To learn how these changes might affect estate planning, please visit our website.

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