Have your estate planning documents been gathering dust? We understand how easy it is to procrastinate, but it’s also important to remember that your estate planning documents control all of your assets.  

Keeping your existing documents complete and up-to-date could be critical to the ultimate success of your plans. A good rule of thumb is to review your documents every 2-4 years. 

Any of the following may also be a reason to schedule a quick review:

• You recently relocated to Arizona or moved.
• You have new Grandchildren.
• You need a change of Beneficiary or Trustee.
• Your child is encountering an Addiction Issue.
• You’re experiencing Death or Divorce.
• You made a Real Estate Purchase.
• You’re having medical issues.

Estate Planning lets you make important decisions before someone else does that for you. By having the essential documents in place, your assets can go exactly where you want, when you want, and to whom you want. 

Perhaps even more importantly, certain estate planning documents could not only provide protection and control of your assets while you are living, but could also ensure that your wishes and requests will be honored should you become incapacitated and can no longer speak for yourself. 

Should any of this happen to you, Estate Planning makes certain that:

• You stay in control.
• Your family avoids Probate.
• Your special needs family members are secure and in good hands with the same capacity as they would under your loving care. 
• You have protections for your spouse and other family members.
• You’re alleviating any unnecessary tax obligations.
• Your charitable giving requests are honored.  

Contact our office today to get a quick and complimentary one-hour review of your Estate Planning documents. An initial review with us can help you make sure your documents are still current while pinpointing any changes you may wish to make. 

Discover the peace of mind in knowing your documents are up-to-date, in good order, and are aligned with your wishes. 

‍