Life is full of unexpected turns. You fall in love, get married, start a family, or unfortunately, experience loss. While these are significant milestones, they also signal a crucial time to revisit your estate plan. Let\u2019s break it down.<\/p>\n
Getting Married<\/strong><\/p>\n Congratulations on finding your forever plus one! But have you thought about updating your legal documents? Marriage can dramatically change your financial picture. It\u2019s the perfect time to either update your will or trust, or, if you don\u2019t have a will or trust, get one.. Don\u2019t forget about beneficiary designations on your retirement accounts and life insurance policies.<\/p>\n Going Your Separate Ways<\/strong><\/p>\n Divorce can be a tough chapter, but this is another essential time to revisit your legal documents. A new will, trust, and beneficiary designations might be in order. You will likely want to remove your ex-spouse from your health care proxy and financial power of attorney. It\u2019s also important to consider child custody and support arrangements, as well as property division.<\/p>\n Family Matters<\/strong><\/p>\n Losing a loved one is heartbreaking. It’s also a reminder of the importance of planning. If you were a beneficiary on their will or trust, you might inherit assets. This could trigger tax implications or changes in your own estate plan. And if your loved one was named in your own legal documents, changes will be in order.<\/p>\n We Can Help!<\/strong><\/p>\n Ready to get your affairs in order? We make the process simple and convenient! Start by booking a Peace of Mind Planning Session<\/a>. We\u2019ll answer your questions, present your options, and discuss our unique flat fee pricing. Then, if we decide we\u2019re a good fit to work together, we\u2019ll take next steps. Book your Peace of Mind Planning Session<\/strong> HERE<\/a>.<\/p>\n Remember: we are all going to assume room temperature one day, which means, “it is never too early to plan for the day when we have run out of days”….\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0<\/strong><\/em>So, let’s make your plan!<\/strong><\/em><\/p>\n","protected":false},"excerpt":{"rendered":" Life is full of unexpected turns. You fall in love, get married, start a family, or unfortunately, experience loss. While these are significant milestones, they also signal a crucial time to revisit your estate plan. Let\u2019s break it down. Getting Married Congratulations on finding your forever plus one! But have you thought about updating your […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-852","post","type-post","status-publish","format-standard","hentry","category-news","has-post-title","has-post-date","has-post-category","has-post-tag","has-post-comment","has-post-author",""],"_links":{"self":[{"href":"https:\/\/talhamlawoffice.com\/site\/wp-json\/wp\/v2\/posts\/852","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/talhamlawoffice.com\/site\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/talhamlawoffice.com\/site\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/talhamlawoffice.com\/site\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/talhamlawoffice.com\/site\/wp-json\/wp\/v2\/comments?post=852"}],"version-history":[{"count":1,"href":"https:\/\/talhamlawoffice.com\/site\/wp-json\/wp\/v2\/posts\/852\/revisions"}],"predecessor-version":[{"id":853,"href":"https:\/\/talhamlawoffice.com\/site\/wp-json\/wp\/v2\/posts\/852\/revisions\/853"}],"wp:attachment":[{"href":"https:\/\/talhamlawoffice.com\/site\/wp-json\/wp\/v2\/media?parent=852"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/talhamlawoffice.com\/site\/wp-json\/wp\/v2\/categories?post=852"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/talhamlawoffice.com\/site\/wp-json\/wp\/v2\/tags?post=852"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}