Once you have the essential documents for your estate plan in place, make sure they are kept up to date and accurate to reflect your current situation. When a significant life event occurs (such as a divorce, the birth of a child, or the loss or gain of a substantial asset), review and revise your estate plan.
As a married couple, it’s critical to communicate your estate preferences to one another while also supporting one another’s goals. Working together and being open and honest are crucial for successful estate planning. Visit www.lifesnapshot.com to get started.