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480-655-7440

Arizona Attorneys, With Law Offices In Mesa
Mesa Arizona Estate Planning Attorney
  • 1930 North Arboleda, Suite 201
    Mesa, AZ 85213
    480-655-7440
    40 N. Central Avenue, Suite 1400
    Phoenix, AZ 85004
    480-325-9937
    [email protected]

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    Planning for the Future with Gunderson Denton

    Why You Should Review (and Update) Your Estate Plan

    It is often stated that in this life the only thing we can be sure of is change. With all the recent change that have occurred in the tax laws and trust laws, now is the perfect time to think about the changes that have taken place in yours and your family’s lives and make the necessary changes to your estate plan. Reviewing and updating your estate plan can provide important benefits for you and your estate.

    Many people think that once they have met with their attorney and have created an estate plan, nothing else needs to be done. Unfortunately, failing to review and update your estate plan can result in missed opportunity to protect your estate. Meeting with an experienced estate planning attorney who can help you review your estate plan and see if anything needs to be updated or adjusted will ensure that you take advantage of such opportunities.

    When should I review my estate plan to see if it needs to be updated?

    There are several life changes and situations that should prompt you to review and update your estate plan. These include: (a) if there has been a change in your marital or family situation, (b) the birth of or death of a beneficiary or fiduciary, (c) a substantial change to your financial status, (d) a notable change in the arrangement of your estate’s assets, or (e) a move to another state. If you have since the last time you have reviewed and/or updated your estate plan, now is the time to talk with an experienced estate planning attorney to make the necessary adjustments to your estate plan. Making these adjustments will help make sure that your estate is in order and will help ensure that your estate is administered as you designed.

    Conclusion

    An experienced estate planning attorney can help you review and, if needed, update your estate plan in order to make sure that it will benefit you and your estate as much as possible, as well as answer any further questions you may have about your estate and estate planning.

    Lawyers for estate planning and immigration in Mesa, Arizona

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    Estate Planning
    Professionals

  • Mesa Arizona Estate Planning Lawyer Brent Gunderson
    Debbie Mitchell, estate planning paralegal at Gunderson Denton
    Paralegal For Estate Planning Lindsey Rice
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    Additional Estate Planning Resources

    irs.gov - Estate Planning Info For Small Business And Self Employed Individuals

    irs.gov - Estate And Gift Taxes

    Estate Planning Resources And Tools From The Wealth Counsel

    Mesa Arizona Attorneys And Lawyers [email protected]
    1930 North Arboleda, Suite 201
    Mesa, AZ 85213
    Phone:480-655-7440

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