The following are circumstances which typically warrant a review, as updates may be necessary: 

• Move to New State
• Divorce
• Marriage
• Family Births or Deaths
• Serious Illness
• Change in Personal Financial Status (e.g., sale of business, inheritance, lawsuit settlement)
• Change in Law

In general, we recommend a review of your estate plan with your estate planning attorney every 3-5 years, unless changes in circumstances such as those listed above warrant earlier review.

Why Do You Need an Up-to-Date Estate Plan? 

• Protects your legacy
• You choose those you trust to handle things the right way
• Provides for those you love in the best manner
• Avoids Court
• Eliminates family conflict
• Saves heirs big tax bite
• Protects young children, or adults with disabilities or special needs
• Simplifies estate and trust administration- quicker and less costly

AN UP-TO-DATE ESTATE PLAN IS A GIFT FOR BOTH YOU AND THOSE YOU CARE ABOUT

In Arizona? Did you know that we offer complimentary 1-hour estate planning review consultations? Call us at 480-922-1010 today or email info@bivenslaw.com to schedule your consultation to be sure you and those you care about are protected.

—Stephanie A. Bivens, Esq. CELA