When to review your Florida Estate Plan.

Many of my Jacksonville Estate Planning clients ask me when and how often they should review their Florida Estate Plan. I like to recommend that people take a look at their situation on a yearly basis and if they notice any of the following, they should make an appointment with their Florida Estate Planning Lawyer.

1. Change or contemplation of change in Marital status;
2. Death of spouse;
3. You or your spouses’ health changes;
4. Death or change in the health or marital status of a trustee, executor, guardian, or beneficiary;
5. If you change your residence or move to another state;
6.. Change in or anticipation of the number of children or grandchildren whether by blood or adoption. Consider step-children also;
7. Any disabilities, health issues, or significant factors on lifestyle of children or grandchildren;
8. If you buy, sell, or contemplate buying or selling a business.
9. Upon the discovery of a hereditary issue that will or might affect you in the future; or 10. Change in tax law or its been more than two years since you reviewed your plan with your attorney.

We offer complimentary Florida Estate Planning reviews for our clients and those who have used another attorney in the past. Our goal is to provide the best protection for your and your family members. We often find that even some of the most expensive estate plans do not take into consideration the divorce or issues with your children. While some of us like our children-in-laws better than our own children, many do not want the future ex-spouse of our children to inherit 1/2 our our child’s inheritance.

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