Your estate plan contains essential information on how you’d like your affairs handled after you’re gone. Even if you’ve already made one, you might need to revisit it on occasion. Attorney Stuart R. Norman Jr. is dedicated to assisting clients in this and other important legal tasks. His firm has experience with even the most complex estate planning matters, and, as a result, can provide residents of Griswold, CT, with trustworthy guidance on many different facets of their lives.

3 Times to Review Your Estate Plan

A Change in the Family Dynamic

A new marriage, divorce, or first child all call for a thorough review of your estate plan. Take your will, for instance; if you’ve recently remarried, you’ll need to remove your ex-spouse’s name from the list of heirs to ensure your new partner is included. Failure to update a will or trust after a major life event can cause quite a bit of turmoil in your family after you’re gone.

Your Finances Have Changed

If you’ve recently experienced a significant change in your financial status, you’ll want to ensure your estate plan reflects your current situation. An influx of income is just one example, and, as a result, your tax burden is likely to increase. These increases can sometimes be mitigated by proper estate planning, so it’s important to go back to your documents and make updates as necessary.

It’s Been a Few Years Since You Created an Estate Plan

Even if no major life occurrences have happened, you might still want to revisit your estate plan with an attorney every few years. There are numerous components of an estate plan, and due diligence is important to ensure it remains a valid and legally binding document for years to come.

If you’re searching for an attorney with an extensive understanding of estate law, Stuart R. Norman Jr. is here to help. Call (860) 376-0069 today to learn more about getting dependable legal assistance in New London County. You can also visit him online for more information on the estate planning process.