Spring cleaning isn’t just about tidying up your home—it’s an opportunity to refresh your life, finances, and future. As you clear out the old, take a moment to review your estate plan. Does it still align with your current goals? Does it protect what matters most to you?

Have you:

  • Experienced any significant life changes – marriage, divorce, birth, or loss in the family? It may be time to update your beneficiaries, guardians, or trustees.
  • Made any major financial moves – purchased or sold property, opened new accounts, or started a business? Make sure your estate plan reflects any shifts in your wealth and assets.
  • Had a change in your health? Confirm you have appropriate medical directives in place.

Estate and tax laws are constantly evolving, and these changes could impact on how your assets are distributed or taxed. A legal review ensures your plan is compliant and optimized for your beneficiaries.

Life changes – make sure your estate plan still works for you!

Contact us at attorneys@buckleyfinelaw.com or 847-381-0011 to update your Estate Plan.