Spring Cleaning: Your Estate Plan

At the top of your spring-cleaning list should be thinking about ways to clean up your estate plan. If it’s been some time since you first sat down with a knowledgeable estate planning attorney and drafted a plan and the documents that helped to guide your most important decisions and the transfer of your assets, now you may need to make updates.

When is the Last Time You Checked in with Your Estate Plan?

There’s a good chance that you’ve forgotten to incorporate new assets, not thought about old beneficiary designations that are no longer relevant or have acquired new responsibilities that may need to be addressed and concerns such as your life insurance strategy. You want to start by looking at every document for your estate plan and organizing these. You want to consider the purpose of that document and whether or not that technique is still in service to you now.

You may determine that something that made sense to you years ago has little benefit today or is no longer relevant to you at all. Working with a qualified estate planning attorney is one of the best ways to identify when this applies to your situation and to help you determine the most appropriate strategy going forward.

When to Find an Estate Planning Lawyer in MA

If your estate plan hasn’t been reviewed in many years, now is the perfect opportunity to review what’s in place and to expand your estate plan to include important considerations such as power of attorney designations and end of life care. Working with the right estate planning lawyer is your next step.

Disclaimer: This blog post is for informational purposes only and does not constitute legal advice. Reading this content does not create an attorney-client relationship. For legal advice specific to your situation, please consult with a qualified attorney.

About Tiffany A. O'Connell, JD, LLM, CELA, AEP

Tiffany A. O'Connell, JD, LLM, CELA, AEP is the CEO and Founding Partner of O'Connell Law, an estate planning and elder law firm serving clients across Massachusetts, New Hampshire, and Vermont. She is one of a select group of attorneys in Massachusetts certified by the National Elder Law Foundation as a Certified Elder Law Attorney (CELA). Tiffany focuses her practice on estate planning, trust and probate administration, Medicaid planning, long-term care planning, Alzheimer's planning, charitable planning, and retirement and wealth strategies. She has been helping families plan for their futures since opening her practice in 2010.

Credentials: JD, LLM, CELA (Certified Elder Law Attorney — National Elder Law Foundation), AEP (Accredited Estate Planner)

Licensed in: Massachusetts

Areas of Practice: Estate Planning, Elder Law, Medicaid Planning, Probate & Trust Administration, Alzheimer's Planning, Asset Protection

View all posts by Tiffany A. O'Connell, JD, LLM, CELA, AEP →

Disclaimer: This blog post is for informational purposes only and does not constitute legal advice. Reading this content does not create an attorney-client relationship. For legal advice specific to your situation, please consult with a qualified attorney.