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Dorothea J. Kingsbury Estate Planning & Probate Attorney

Cleveland Ohio Legal Blog

Is it time to update your estate plan?

Congratulations on creating your estate plan. By taking this step, you have created a way for your surviving family to know your end-of-life wishes regarding care, property distribution and a variety of other topics relating to your life. Of course, you may want to remember that only finishing your first draft of your plan does not mean you have completely done away with the need to plan.

Keeping your plan up to date can help avoid potential conflict after your demise. Without proper updates, certain information may no longer apply to the circumstances of your life and death, and as a result, surviving family may have a difficult time sorting through what your intentions were and how the change in circumstances affect those plans.

Unexpected events and retirement

There are a lot of expectations a person may have about their retirement. Sometimes, reality ends up deviating quite a bit from such expectations. There are many different unexpected events that might occur during a person’s retirement or in the time leading up to it.

Such events could impact many different things, including a person’s financial situation during retirement. This doesn’t just have the potential to affect a person’s retirement goals. It could also impact things like their long-term goals related to their assets and their family.

Good Advice. Real Solutions.

I am attorney Dorothea J. Kingsbury. I provide good advice and real solutions to challenging problems. I can help you choose and personalize estate planning instruments that meet your family's present and future needs. I can develop elder law strategies that ensure proper care for your loved ones. I can guide you through the probate/estate administration process when a family member has passed away. I can help make sure your interests are protected during your real estate transaction. I am here to make things easier.

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