https://intentionalretirement.com/2011/11/a-to-do-list-for-years-end/ Life is short. Be intentional. Wed, 18 Jul 2018 03:51:15 +0000 hourly 1 https://wordpress.org/?v=6.9.4 https://intentionalretirement.com/2011/11/a-to-do-list-for-years-end/#comment-74 Sat, 26 Nov 2011 03:16:07 +0000 http://intentionalretirement.com/?p=594#comment-74 […] Your estate plan should not be a static document.  As your life changes, your planning must change with it.  Getting married or divorced would likely change how you want to distribute your property; likewise if there is a death in the family.  Each year you should review your documents, including your will, trust, and powers of attorney to make sure that they still reflect your wishes and have the correct people taking charge if you were to die or become incapacitated.  Also, if you move to another state when you retire, meet with your attorney to make sure that your documents will be valid in your new state of residence.  Make revisions as necessary.Source: intentionalretirement.com […]

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