This past year has been a year like no other, but in spite of what’s been going on, life has gone on too, and there may have been big events in your life – the buying of a new house, the birth of a child, becoming a grandparent (for the first or tenth time), a move to a new location, the graduation of a child, your own aging or seeing the aging of a parent. There are so many reasons to consider making an estate plan or reviewing an existing one. Each life changing event brings changes to your current and future plans. Estate planning allows you to be prepared, to plan for contingencies, and create peace of mind for all. The motivations could be a new spouse or child that needs to be provided for or a sudden illness that brings to the forefront your end of life wishes. You can plan to avoid the probate process, make sure the process is easy for your loved ones, and avoid paying taxes with the right planning. Estate plans change and evolve over time as circumstances change. The RLG team would be happy to review your plan and discuss any changes you are considering.
If you have any questions about this or any aspect of your plan, we would be happy to assist you. Please contact Michele Gartland or Marianne Cirillo directly with any questions or email us at firstname.lastname@example.org.