Diamond Bar Lawyer Comments On: “Keeping Up To Date With You”

"If you treat an individual as if he were what he ought to be and could be, he will become what he ought to be and could be." -Goethe

I hope you had a fantastic weekend — though I also know that I disturbed a few of my clients and friends with last week’s email on the blooming higher education bubble.

I’m sorry about that — but I also know that life should be lived in the place of what really *is*, not where we think it *should* be.

So, I’m hoping not to disturb you this week in quite the same way. :) If you already have an estate plan in place, this one’s for you… (and, of course–if you DON’T, call us now. It’s never too late for peace of mind! )

Rowel Manasan’s
"Straight Talk" Personal Strategy
Time For an Estate Plan Tune-Up
Most people are smart enough to keep their cars in good working order–it requires tune-ups, an annual physical check-up, etc. But I’m always surprised by the common misconception about how often they should have their estate plan reviewed. 

You see, most people see estate planning as something you "do once" and never have to think about again. That’s just flat incorrect. Just like your health can take a dramatic turn (for the better or worse) in a year, your estate planning decisions can change dramatically in a short period. Sometimes, something as simple happens as the people you’ve identified to serve as the guardians for your minor children move out of state. That’s just one of many good reasons to revisit your estate planning decisions.
 
Your estate plan is a "living and breathing" plan (at least when done right) and therefore has to be maintained to reflect your life as it is today.
 
If you have already prepared your estate plan–congratulations!  But now is the time to make sure that what you’ve put together will suit your needs NOW. 
 
So, if you don’t have your estate plan in place, make today the day you take this important step for yourself and your loved ones.  And, if you’ve already taken this important step…let’s (together) make sure it lasts.