Life changes fast, and so should your will and power of attorney. Ensure your wishes are always aligned with your current life situation:
🔹 Life events: Update after major life changes like marriage, divorce, births, or the purchase of a significant asset.
🔹 Review regularly: Even without major changes, review your documents every 3-5 years to reflect any new laws or personal preferences.
🔹 Power of Attorney: Ensure your chosen representatives still reflect your current choices and are able to act on your behalf.
🔹 Estate plans: Align your estate plans with current financial situations and relationships.
Staying updated isn’t just paperwork; it’s peace of mind for you and your loved ones. Need help? Contact us for guidance on ensuring your will and power of attorney are up-to-date.
This blog post was originally published by our valued member firm, Munro Benge.
