It’s time for your estate plan tune-up! Have you ever looked at your favorite musical instrument and realized it’s time for a tune-up? It’s been a while since you’ve played it, and it just doesn’t sound quite right. Your estate plan is no different. Just like your instrument, it requires periodic attention to ensure it’s still in harmony with your life.

Life is a symphony, filled with beautiful melodies and unexpected crescendos. Marriages, births, deaths, career changes, and financial ups and downs are just a few of the notes that make up your unique composition. It’s essential to ensure your estate plan reflects your current life’s score.

Your Estate Plan Tune-Up

When should you consider reviewing your estate plan?

  • Life Milestones: Weddings, births, and graduations are joyous occasions, but they can also signal a need to update your estate plan.
  • Financial Changes: Inheritances, job changes, or significant purchases can impact your financial situation and, consequently, your estate plan.
  • Legal Updates: Estate laws change over time. Staying informed about these changes is crucial.
  • Major Life Events: Divorce, the death of a loved one, or a serious illness can necessitate a review of your estate plan.

If you’re unsure whether it’s time to revisit your estate plan, don’t hesitate to reach out. We’re here to listen to your story and help you create a plan that aligns with your goals and aspirations. Let’s ensure your estate plan is playing the right notes.

This article is intended to serve as a general summary of the issues outlined therein. While this article may include general guidance, it is not intended as, nor is a substitute for, qualified legal advice. Your review or receipt of this article by Lexern Law Offices, Ltd. (the “LLG”) or any of its attorneys does not create an attorney-client relationship between you and the LLG. The opinions expressed in this article are those of the authors of the article and do not reflect the opinion of the LLG. Please note that this article may have been generated using AI technology.

 

The post It’s Time for Your Estate Plan Tune-Up! appeared first on Lexern Law Group.

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Mr. Feldman believes that communication is the key to any successful relationship with his clients. Encouraging open communication and being easily available to answer clients’ questions has allowed him to build long-term partnerships and trust with his clients. Importantly, Mr. Feldman spends significant…

Mr. Feldman believes that communication is the key to any successful relationship with his clients. Encouraging open communication and being easily available to answer clients’ questions has allowed him to build long-term partnerships and trust with his clients. Importantly, Mr. Feldman spends significant time and effort educating his clients on estate planning options and various business opportunities and associated risks, encouraging them to take a proactive approach to their future and the preservation of their legacies.

Mr. Feldman has been providing professional services to sophisticated clients at some of the largest accounting and law firms and through Lexern Law Group, which he founded in 2010. Mr. Feldman and his wife, Irina, have been married for over seventeen years and have four children. In his free time, Mr. Feldman enjoys traveling, practicing martial arts, and riding his motorcycle.

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