Is it time to update your will?

  • Many significant things can happen in a year.  Consider reviewing your will or estate plan every few years. Below are several life changes and other noteworthy reasons to update your will or estate plan.
  • You give birth to or adopt a child
  • Your children reach adulthood
  • You inherit or are given “new” assets
  • The needs of your beneficiaries change
  • You give away or sell assets mentioned in your current will
  • Significant change in your assets’ value
  • Marriage
  • Purchase or sale of real estate
  • Relocation
  • A named beneficiary dies
  • Death, relocation, or disabled executor or trustee
  • Death of a spouse
  • Divorce
  • You wish to make a gift to your church or a United Methodist cause