Congratulations!
Your estate plan is in the Green Zone
That means you can sleep well knowing it will protect your family. Be proud knowing you’re doing what it takes to leave the legacy you imagine.
How to Keep Your Estate Plan Bulletproof
We recommend that you revisit and revise your estate plan every 2 years. Like taking your car for an oil change, these regular tune-ups can be fast and easy. And like an oil change, they’re essential to prevent unpleasant surprises.
You should also work with your attorney to update your plan whenever you experience any major life changes. These could include birth, marriage, divorce, shifts in a business, buying a new property, and more.
Finally, changes in tax law can push an estate plan out of date.
Sign up for the Watson Law Group Estate Alert Bulletin to make sure you’re in the know about any changes before they can blindside your family.
Your family deserves an estate plan that works. And you deserve the peace of mind of knowing you’re leaving behind a legacy, not a mess. That’s why at Watson Law Group, we help families like yours create — and maintain — estate plans that show how much you care.
