Russ Cook & Associates, PC
view our Practice areas

10 events that should prompt a review of your estate plan

Having a solid estate plan in place can give people peace of mind and confidence in knowing that they have taken the necessary steps to establish and protect their wishes.

However, making sure your estate plan continues to protect your wishes over time is also critical. You can do this by periodically updating and revising your estate plan. Below, we list 10 events that may warrant a review of your estate plan and possible revisions.

  1. You get divorced
  2. You get married
  3. You have a child (or your child has a child)
  4. You buy or sell property
  5. You start (or leave) a business
  6. You come into (or lose) a lot of money
  7. There have been changes to relevant state laws
  8. You move to a new state
  9. A loved one included in the plan has passed away
  10. It has been several years since you created it

These events can dramatically affect your wishes, your beneficiaries and the assets or value in your estate. 

Even if you ultimately decide not to make changes, it can still be important to at least review your plan after these events to make sure it still fits your needs and aligns with your wishes.

It is also worth noting that an outdated will could be the basis for a legal challenge by loved ones if it does not reflect current circumstances.

With all this in mind, we urge you to think about the last time you looked at your estate plan. If several years have passed, if you have experienced the above-mentioned events, or if your wishes have changed since you created it, it can be important that you review your plan carefully. Should you have questions or wish to make changes, you can work with your attorney to make sure your estate plan continues to meet your needs and protect your wishes.

No Comments

Leave a comment
Comment Information

What Our Clients Are Saying About Us

  • Star

    “I recently moved to TN from MN and needed to re-do my trust documents, including a pet trust, to be compliant with TN law, and to find an entity able to act as my trustee. Russ and his staff were able to answer all of my questions quickly and efficiently, and I am comfortable and confident in Russ's representation and that my new documents will act as they are intended, when the time comes. They even put me in touch with a trustee who was involved in the process as well, which was so helpful. This was a big item on my move "to-do" list, and I am so pleased to have it completed!”

    - Kim J.
  • Star

    “We would definitely recommend Russ and any of his Associates. They are all very professional, efficient and well versed in Estate Planning.”

    - Cheryl H.
  • Star

    “Experienced, Knowledgeable, Friendly, Professionals all work here. I'm grateful my parents used this firm to create and maintain their Trust throughout the years. Working with the folks at Russ Cook & Associates, primarily Alex, Debby and Trina made the process comfortable working through Probate, Estate assets and Executing the Trust.”

    - Kemp S.
  • Star

    “Excellent work. They worked with us and never allowed us to miss a deadline. We definitely appreciated their help and would gladly recommend them to anyone seeking help with their estate planning.”

    - Mark S.
  • Star

    “Everyone we came in contact with was wonderful. The staff and Russ treated us like family at all times.”

    - June S.
  • Star

    “Being new to the area having moved from out of state, I was searching for an attorney to assist in elder estate planning for my mother. I was referred to Russ Cook & Associates and found the firm as a whole and Russ Cook himself to be very helpful and accommodating to my needs, as well as experienced and very knowledgeable on the matter I was seeking assistance. I would definitely recommend Russ Cook and Associates.”

    - Brad H.
  • Star

    “Mr. Cook and his staff were phenomenal to work with on my will. They are extremely professional and friendly and made the process seamless. They go above and beyond!”

    - Amber C.
  • Star

    “Russ took the time to answer my questions by email, so that I knew exactly what would take place when I visited his office and his time as well as mine was used efficiently. I appreciated his thoroughness and his professionalism, as well as that of his staff.”

    - JoAnn G.
  • Star

    “Overwhelmingly positive experience.”

    - Stephen W.
  • Star

    “I have been a client for many years. Russ and his staff listen to our concerns, come up with a plan and help us act on it with guidance and professionalism. I'd highly recommend Russ Cook and Associates.”

    - Dr. S. D'Amico
Email Us For A Response

Schedule An Initial Consultation Today

Contact us today to schedule a consultation by sending us an email or by calling 615-200-9117.
We assist clients throughout the Nashville area.

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Brand Contact

5141 Virginia Way
Suite 220
Brentwood, TN 37027

Phone: 615-200-9117
Fax: 615-370-5938
Brentwood Law Office Map

Office Hours:
Monday: 8:00 AM – 4:30 PM
Tuesday: 8:00 AM – 4:30 PM
Wednesday: 8:00 AM – 4:30 PM
Thursday: 8:00 AM – 4:30 PM
Friday: 8:00 AM – 4:30 PM

Summer Hours Office:
8:00 AM - 1:00 PM on Fridays
May 24th Through August 30th

Map Image