Everyone loves spring cleaning, right? O.K., that might just be what my mother told me to get me to clean up my room when I was a little girl. I will confess that as a small child I saw absolutely no need to spend time cleaning my room, and growing up in Florida the concept of Spring was a bit nebulous for me as well. But now, one of my favorite things about Spring is spring cleaning. There is something especially liberating about letting go of old items that are no longer needed, sweeping up corners of the basement I ignored all winter, and dusting cobwebs away that feels liberating and freeing.
How does this apply to Estate Planning you might be wondering? Ah, the same concept applies. Like a cold dark basement in the winter, for many people, looking at their estate plan documents is simply something they would rather not do. So many people think writing a will or estate plan is something to do once, and never to be repeated.
But if you only do your estate plan once, how can you make sure it is a true reflection of who and what you are at all the different stages of your life? Surely we can agree that the estate plan you would write in your 20s would be vastly different than ones written in your 30s, 40s, 50s, 60s and on. Having recently re-written an estate plan for a lovely woman in her 90s, I can clearly state that all ages need to check, review and spring clean their documents! I, along with some great colleagues, are hosting a Spring Cleaning Seminar on April 27, 2017. Want to get some more ideas? Feel free to call my office, and we will get you an invitation to this Seminar so you can learn about decluttering your home and finances, making decisions for your home as you age, approach longevity planning conversations, and so many more fun ideas. Join us for this opportunity to get ready for Spring Cleaning!