Insights from The Orlando Senior Help Desk: Review your estate plan today

 


Caregivers entrusted with lives beyond their own should ideally join the 40 percent of Americans who have crafted a will or other estate-planning document. Yet, even the most meticulously prepared estate plan requires periodic review to ensure alignment with life’s twists and turns.

Here are five critical life events necessitating a review of your estate plan:

1) Birth or adoption: Welcoming a new child requires updating your will to designate guardianship. Consider establishing trusts for children or grandchildren to manage assets effectively.

2) Marital status change: Whether marrying, divor...



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