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Estate plans, as with other legal issues and documents, are heavily dependant on each person’s life and personal circumstances.  You should choose an estate planning attorney who has the education and experience necessary to ask the right questions to analyze your needs.  After you have found the attorney and plan that is right for you, it’s important to understand that as life “happens”, your estate plan may need to be adjusted from time to time to account for changes in your circumstances.  Here is a list of some events that may result in the need for adjustments to your plan:

  • Marriage or divorce in your family
  • Death of your spouse, family members, or others named in your documents
  • Birth or adoption in your family
  • Serious injury or illness affecting you or someone named in your documents
  • A substantial change to the value of your assets
  • A change of residence
  • A change in your relationship with a fiduciary named in your documents

Other life events that are not listed above may affect how your documents “fit” your needs.  If you have experienced any of the events shown above, or if you have any doubts or questions, contact a qualified estate planning attorney to discuss your concerns to avoid costly or potentially devastating effects to your estate and loved ones.

Nick Reister is an estate planning attorney with Smith Haughey Rice & Roegge in Grand Rapids, Michigan. If you have questions about estate planning or other legal matters, please call (616) 774-8000.

The information contained on this site is for general information purposes only and should not be relied upon as legal advice. Please contact legal counsel to discuss your specific needs and circumstances.