6 LIFE EVENTS THAT MIGHT IMPACT YOUR ESTATE PLAN

Written By Kevin McKernan

CORE DOCUMENTS: 

Those documents are…

  • A will (or will and revocable trust)

  • A health care power of attorney/living will/health care directive 

  • Once you've completed your core documents, review them every three to five years to ensure they're aligned with your goals and adjusted for any recent or anticipated changes in tax law.

6 LIFE EVENTS:

  1. You get married.

  2. You become a parent.

  3. You move to a new state or buy property in a different state.

  4. You divorce your spouse.

  5. Your child turns 18 and/or starts college.

  6. You inherit assets from a loved one.

This document is designed for general information only. The information presented in this document should not be construed to be formal legal or tax advice nor the formation of a lawyer/client relationship. 

For more information on this and other topics, please contact Kevin via any of the channels listed below:

📧 kevin@kmckernan.com  | 📞 718-317-5007

Kevin McKernan
Previous

NEW YORK CITY’S FINAL RULES ON SAFE AND SICK TIME BECOME EFFECTIVE
Next

ANNUAL REPORTS FOR CORPORATIONS