You should update your Will and Estate Planning where the following occurs:
• Your Will is older than three years old
• You get married or divorced
• A baby (or grandchild) is born or adopted
• A beneficiary in your Will has deceased
• You would like to name different guardians, personal representatives, or trustees
• Your children reach the age of eighteen (establish a trust)
• A substantial increase or decrease in the value of your estate occurs
• You acquire or sell a significant asset (practice sale)
• You move to another state
• Tax laws have changed since your Will was written
Stuart J. Oberman, Esq.
Stuart J. Oberman is the founder and President of Oberman Law Firm. Mr. Oberman graduated from Urbana University and received his law degree from John Marshall Law School. Mr. Oberman has been practicing law for over 28 years, and before going into private practice, Mr. Oberman was in-house counsel for a Fortune 500 Company.
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