
Is Your Trust Collecting Dust? “Spring Cleaning” Your Family’s Estate Plan
As spring cleaning season approaches, many of us take the opportunity to declutter our homes, clean out our kids’ closets, and freshen up living spaces.
But what about our plans for our family’s future?
Estate planning is a crucial, yet often overlooked, aspect of family life that provides security for your loved ones and peace of mind for you. While you’re organizing your belongings and getting your home in order, it’s also a great time to give your family’s future the same attention. Even if you already have an existing plan.
Seasons change, and so do circumstances.
Like your taxes, your estate plans could be significantly impacted by certain life changes. For example…
- Have you recently purchased a house or new property?
- Have you added a child to your family?
- Have you gotten married or divorced?
- Has a beneficiary or executor passed away?
- Has your health changed significantly?
- Have you moved from a different state or country?
- Have you retired or had significant changes to your income?
- Have you family dynamics changed?
At Dingeman & Dancer, PLC, we understand that estate planning can seem overwhelming, but it doesn’t have to be. We are here every step of the way to make your estate planning as smooth and stress-free as possible, from creating a simple will to developing complex trusts and planning for long-term care.
Spring is a time of renewal, so why not use this season to refresh not just your home but your family’s future?
Contact us at (231) 929-0500 or contact us anytime for a free consultation to discuss your estate planning needs. Let us help you protect your loved ones and give you the peace of mind you deserve.
You can also learn more about our Estate Planning services here.