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Spring Cleaning

As Spring rolls around, it’s a good time to “spring clean” your estate plan and spruce it up! People are often intimidated by estate planning and put it off. We make it easy! If you don’t have anything in place, it’s time to start! Even if you don’t have much, you would still rather be in control of what happens in an untimely life changing event.

If you do have an estate plan, good for you! But the documents do need to occasionally be reviewed and some documents need to be “fresh” within 3-5 years old, such as Advanced Directives for Healthcare and General Powers of Attorney. Often we find people have forgotten what they put in their plans and are surprised at what they read, so it’s worth a look every few years to make sure your wishes are documented properly.

Gotten married, divorced, added to your family by birth or adoption, purchased a home or started a business? Definitely time to take a look at what you have in place and make sure it is what you want.

Whether you are starting fresh and have nothing in place or whether you need to review an existing estate plan, our office is always happy to help. Give us a call today at 770-517-0008 to schedule your estate review. We will make the process pain free!

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