• Menu
  • Skip to right header navigation
  • Skip to main content
  • Skip to secondary navigation
  • Skip to footer

Before Header

Call us to learn how to protect your family!  (512) 258-9455

logo

Estate Planning and Elder Law Website

Header Right

Attend a Free Seminar
  • Home
  • Who We Are
    • About Our Firm
    • Attorney and Staff Profiles
    • Advantages of Working With Our Firm
    • Speaker Connection
  • How We Can Help
    • Business Owners & Asset Protection
    • Estate and Gift Tax Figures
    • Elder Law & Medicaid Services
    • Family-Owned Businesses & Farms
    • Incapacity Planning
    • IRA & Retirement Planning
    • LGBTQ Estate Planning
    • Minor Children & Young Adult Planning
    • Pet Planning
      • What Can a Pet Trust Do For You?
    • Probate and Trust Administration
    • Remarriage and Blended Family Protection
    • Special Needs Planning
    • SECURE Act
    • Wills & Trusts
  • Webinars
  • Free Resources
    • Elder Law Resources
      • Elder Law Reports
      • Elder Law & Medicaid Definitions
    • Estate Planning Resources
      • Dangers of Do-It-Yourself Wills & Living Trusts
      • Estate Planning Checkup
      • Estate Planning Definitions
      • Estate Planning Reports
      • How to Attack Estate Planning for the First Time
      • Questions to Answer During an Estate Plan Review
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
    • Frequently Asked Questions
      • Estate Planning
      • Incapacity Planning
      • LGBTQ Estate Planning
      • Nursing Home Asset Protection
      • Probate & Trust Administration
    • LGBTQ Resources
    • Newsletters
    • Probate & Trust Administration Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • The Mourner’s Bill of Rights
      • Trust Administration & Probate Definitions
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Things You Need To Do When a Loved One Passes Away With a Will
    • Special Needs Resources
  • Blog
  • Contact

Mobile Menu

  • Home
  • Who We Are
    • About Our Firm
    • Attorney and Staff Profiles
    • Advantages of Working With Our Firm
    • Speaker Connection
  • How We Can Help
    • Business Owners & Asset Protection
    • Estate and Gift Tax Figures
    • Elder Law & Medicaid Services
    • Family-Owned Businesses & Farms
    • Incapacity Planning
    • IRA & Retirement Planning
    • LGBTQ Estate Planning
    • Minor Children & Young Adult Planning
    • Pet Planning
      • What Can a Pet Trust Do For You?
    • Probate and Trust Administration
    • Remarriage and Blended Family Protection
    • Special Needs Planning
    • SECURE Act
    • Wills & Trusts
  • Webinars
  • Free Resources
    • Elder Law Resources
      • Elder Law Reports
      • Elder Law & Medicaid Definitions
    • Estate Planning Resources
      • Dangers of Do-It-Yourself Wills & Living Trusts
      • Estate Planning Checkup
      • Estate Planning Definitions
      • Estate Planning Reports
      • How to Attack Estate Planning for the First Time
      • Questions to Answer During an Estate Plan Review
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
    • Frequently Asked Questions
      • Estate Planning
      • Incapacity Planning
      • LGBTQ Estate Planning
      • Nursing Home Asset Protection
      • Probate & Trust Administration
    • LGBTQ Resources
    • Newsletters
    • Probate & Trust Administration Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • The Mourner’s Bill of Rights
      • Trust Administration & Probate Definitions
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Things You Need To Do When a Loved One Passes Away With a Will
    • Special Needs Resources
  • Blog
  • Contact

Questions to Answer During an Estate Plan Review

Creating an estate plan is important, but please keep this in mind: as the value of your possessions grows and changes, your estate plan will slowly evolve over time. These natural changes mean that regular review of your estate plan is critical to ensure that it always matches your wants and needs.

Here are three questions to answer during an estate plan review:

  1. Are there any glaring issues that require your immediate attention?

Start by pinpointing the obvious areas of concern. These are the things that really stick out! Have you had any children since you created an estate plan? Has a partner passed away? Have you added any major assets? It’s possible that you won’t find anything that requires immediate attention, but these types of changes can necessitate swift action. List these issues out and start formulating a plan to address them.

  1. Have your family and/or financial circumstances changed since your last review?

Think about the last time you reviewed your estate plan. Now, consider any gradual changes since then. Have you started a business? Have you retired? What has changed in your life over time?

Once you know what’s changed you can then conduct a more targeted review.

  1. Do you need the assistance of an estate planning attorney?

Writing out these changes is the first step. Knowing what to do about them can be a bit trickier. This is where the services of an estate planning attorney can really shine. It’s best to have the assistance of a professional to prevent mistakes. You could make changes that a court will invalidate for legal reasons, which could cause a major headache for your family and friends once you pass away or are incapacitated.

If you need help answering these questions and making changes to your estate plan, contact us here or give us a call at (512) 258-9455. One of our estate planning attorneys can schedule a consultation during which you can review your estate plan and decide if now’s the time to adjust it.

Footer

Our Law Office

Slaton Schauer Law Firm, PLLC

102 Raley Road

Cedar Park, Texas 78613

Phone: (512) 258-9455

See Map Get Directions

Office Hours

Monday 9:00 AM – 5:00 PM
Tuesday 9:00 AM – 5:00 PM
Wednesday 9:00 AM – 5:00 PM
Thursday 9:00 AM – 5:00 PM
Friday 9:00 AM – 5:00 PM

Join Free Newsletter

Sign up to get free resources, tips, and directory of our firm.

  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Pinterest
  • Twitter
  • YouTube
  • Privacy Policy
  • Disclaimer
  • Sitemap
  • Contact Us

Site Footer

Copyright © 2023 American Academy of Estate Planning Attorneys · All Rights Reserved