Have a Will? Here are Ten Reasons to Revisit It Periodically

An Estate Plan typically consists of a last will and testament, durable power of attorney, living will/advance directive, a plan for passing on life insurance, retirement savings, and other assets, and a clear map to your finances. If you haven’t started with estate planning yet, our advice is to begin today. We offer a helpful, free Estate Planning Guide to help you get started.

There are a number of  reasons why you’d want to periodically update your plan, including the birth of one or more grandchildren, any changes in dependents status, divorce or marriage, the retirement of professional, financial or legal advisors, and more.

Here are ten timely reasons for the regular review of your estate plan documents.

Our goal is to provide you and your family with helpful information. And it’s a great time of year, with family gathering together, to have meaningful conversations.

We’d love to know any feedback you might have for us. If you have included Outer Banks Community Foundation in your estate plans, we hope you’ll let us know that, too. Fully one third of your Community Foundation’s assets exist because of bequests; these final gifts have made a huge difference to our community, in the forms of grants and scholarships, over the years.

Thank you for your interest and support. We are here to serve; let us know how we might best help you and the people and causes most important to you.