Knowledgeable and Personal Estate Planning
Depending on the circumstances, estate planning can be stressful and emotionally trying. Our small firm is always focused on giving you friendly service and personalized attention. Our attorneys have been providing sound, compassionate legal advice in regards to asset protection, estates and more since 2002. Choose Turning Point Legal if you need assistance drafting your Last Will and Testament and structuring your estate.
Update Your Estate Planning Documents
There are many reasons to review and update your will and other estate planning documents. Below is a checklist of events that may prompt you to do so.
The individuals you have named are deceased.
New people should be named in your will (e.g. birth, adoption).
Divorce or marriage.
New state laws. You need to periodically check to see whether your state has enacted new laws that impact your estate planning. More importantly, if you move to a different state, don’t assume that your will made in your previous state conforms to the requirements of your new state.
Change in guardians, trustees, or personal representatives.
Children reach the age of nineteen.
A substantial increase or decrease in the value of your estate.
The acquisition or disposition of a significant asset.
If you have an IRA, 401(k), or other qualified plan that requires you to being to taking distributions at 70 ½ years of age.
The passage of time is reason enough. You should review your will and estate planning documents every three to five years.
Thorough and Dedicated Legal Counsel
Estate planning is an area of expertise and specialized knowledge for Turning Point Legal, PC. Our firm has extensive experience helping clients with legal changes, guardianships, wills, deeds, and trusts.
Turning Point Legal PC
1640 Blount Ave. Guntersville, AL 35976
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