Reasons to Update Your Will/Trust:
- Changes in Beneficiaries or Personal Representative
- Changes in Assets
- Changes in Family
- Regular Check Ups to go over everything
Your Will/Trust is an important document. It provides for your family, your friends and your causes after your death.
A few things to consider as you review your Will/Trust:
- Birth or adoption of a child/grandchild
- Marriage/divorce
- Death of someone named in your will/trust
- Children have reached the age of eighteen
- A change in the circumstances of your personal representative, guardians, trustees, etc.
- You would like to provide for a charitable or other organization
- A significant increase or decrease in the value of your estate
- You have started a business
- You have moved from out of state to Florida
- It has been five years or more since you have reviewed your will/trust
