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Grab your feather duster - it's time for a little spring cleaning of your estate plan!
We recommend you review your estate planning strategy at least once every year.
Your estate plan includes specific elements to protect your family and help you reach your goals. At Philipps & Graham, our goal is to make sure your plan is always up to date and ready when needed. It is critical that your beneficiary forms be completed and that all assets be directed to pass upon your death in a manner that avoids probate court and maximizes convenience for your loved ones.
Review the following items and take action, if needed:
Check beneficiary designations on all accounts and trust documents
Update your asset inventory
Examine your digital assets and online accounts
Review insurance and investments
Shred outdated documents
Consider all life events and milestones - has there been a birth, death, retirement or change in the health of a loved one?
We offer ongoing support to keep your plan effective and up to date. Once each year, our clients are invited to a free webinar presented by their attorney. This online educational opportunity empowers our clients to make a self-assessment of their current estate planning strategy and identify events that may signal a need for an amendment.
If you already know your plan needs updated, simply contact our office to schedule a personal review and amendment of your plan.
If you are an Ohio resident and you haven't created an estate plan with us yet, please call our office at 614-760-1801 to schedule a complimentary consultation.