Time to Give Your Estate Plan a Spring Cleaning

There are at least three certainties in life: death, taxes and change. As we age and experience change, or laws change, it’s critical to reevaluate our plans for the future and where our loved ones or our goals (old and new) fit into them. This begs the question: when was the last time you took a look at your estate plan? Or, even: Do you have a plan in place that will designate how your assets will be distributed after you pass?

There are at least two things that are true about estate plans. 1. You are never too young to plan. 2. Despite what many believe, estate plans can always be modified and should be reviewed every 3-5 years. In fact they’re meant to conform to our situations as our lives change. When you hire an experienced and highly knowledgeable estate lawyer at Rothamel Bratton, you can rest assured that no stone will be left unturned in drafting a comprehensive estate plan. We will ask all the right questions – even many you have never considered – and we will create a plan with which you are completely comfortable. Some changes every estate plan faces:

  • Marriage
  • Divorce
  • The Birth of a Child
  • Changes in Tax Laws
  • Changes in Asset Ownership/Finances

The attorneys at Rothamel Bratton are highly qualified to help you draft or make any modifications to your estate plan. Contact us today so we can be assured you have all your ducks in a row for tomorrow.