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Home » Estate Planning » Time for Your Estate Planning Check-up

Time for Your Estate Planning Check-up

October 2, 2013 by Anthony Moccia Leave a Comment

It may be time for your estate plan to come in for a checkup. As the seasons turn to spring, most of us have already completed preparing our federal and state tax forms. We know where we stand and hopefully we planned well and have not provided a free loan to the government during the year.

We may have already arranged to meet our accountants to make sure we can use all of our proper deductions for this financial year. We should also arrange to review our existing estate plans from time to time.

If some time has passed since you first set up your estate, many things may have changed. Just as your accountant will often ask what has changed in the last year, so will your estate planning attorney. You may have bought and sold real estate or automobiles. Children may have already completed their educations or begun families of their own. If there are new grandchildren, how will this change your plans?

Despite the fluctuations of recent years, over the course of time most real estate has gone up in value. It may be in your better interest to have current appraisals for your holdings. Likewise, you should provide recent statements for your investment accounts. Having taken a complete inventory of your current assets, you and your estate planning attorney can make plans that will best fulfill your wishes and take care of your family.

Just as you make time to assess your position year to year, it is time well spent to look at the sum of your life’s accomplishments and revamp your current estate plan as needed. You will be glad you did.

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Anthony Moccia
Anthony Moccia
Anthony Moccia is an attorney and partner at The Law Offices of Kobrick & Moccia.His practice focuses on estate planning and elder law.He is a member of the New York State and Nassau County Bar Associations.He frequently presents free seminars on wills & living trusts to area residents and his seminars are said to be “informative, entertaining & easy to understand.”
Anthony Moccia
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