WHEN SHOULD I REVIEW MY ESTATE PLAN?

You Should Review your Estate Plan
After Any Major Life Event, Including:

∙ The birth or adoption of a child,
∙ Marriage, separation or divorce,
∙ After a major change in your finances,
∙ Relocating from another state,
∙ A change in the needs of your
heirs (education, health care, etc.),



What about Trusts?

There is a fair amount of discussion about trust planning in national publications. Trusts can be valuable estate planning tools to manage property, exercise control and minimize probate expenses. The need for a trust can depend on your individual situation, and not everyone will require a trust to meet their estate planning goals.


Where can I learn more?

Remember, to take no action is an action.


Contact Jay Hemphill with Ragsdale Liggett PLLC at (919) 881-2236 to review your existing estate plan or to create a plan to meet your goals and needs. You can read more on Jay Hemphill at Ragsdale Liggett.