As the year winds down, many of us are caught up in holiday planning and New Year’s resolutions. While you’re reviewing your goals and plans for the upcoming year, don’t overlook an important task: scheduling an estate plan review.
Just like you wouldn’t neglect an annual health check-up or a regular car service, reviewing your estate plan is a crucial practice for maintaining your financial health and peace of mind.
Why an Annual Review Matters
Think of your estate plan as a living, breathing document. Life changes like marriage, divorce, the birth of a child, or the purchase of a new home can all impact your estate planning needs. An annual review allows you to update your plan to reflect these changes, ensuring that your wishes are honored, and your assets are distributed according to your current circumstances.
Advance Directives: A Key Component
Advance directives for health care, such as a durable power of attorney for health care or health care proxy and a living will, are vital pieces in your estate planning puzzle. A living will primarily addresses your wishes concerning life support. On the other hand, a durable power of attorney for health care designates an agent to make health-related decisions not related to life support.
These documents function differently but are both important. For example, your agent can’t contradict the wishes you’ve laid out in your living will. Therefore, as part of your annual estate plan review, you should also evaluate these Seminar Schedule Page and follow the instructions to register if you decide to join us.
Need Help Now?
Learning is great, but at some point, action is required. If you are ready to schedule an estate plan review or a consultation to put your initial plan in place, we can help.
You can call us at 860-548-1000 to set up an appointment at our Glastonbury or Westport, CT estate planning offices, and you can alternately send us a message through our contact page.
Mr. Nirenstein is licensed to practice before the courts of the State of Connecticut and the United States District Court. He is a member of the Connecticut and Hartford County Bar Associations, and the Estate and Probate, Elder Law, Business Law and Real Estate Sections of the Connecticut Bar Association.
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