Estate Planning‎ > ‎Redflags‎ > ‎

Update Your Estate Plan

Estate Plan in Trouble 
  • Trustees need to be changed
  • Beneficiaries need to be changed
  • Guardians for minor children need to be changed
  • Property not re-titled into trust
  • Spouse and children not protected 
  • Lack of disability planning
  • Face prolonged life support without living will
Update Every Five Years or Sooner, if
  • Death or mental incapacity of spouse or partner 
  • Relocate to Virginia from another state
  • Own property in another state
  • Birth of child or grand child
  • Serious illness of a family member
  • Spendthrift or addictions of adult child
  • Marriage, remarriage or divorce
  • Virginia state law changes
  • Tax changes