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    Kinghorn Heritage Law Group, PLC

    Tucson Estate Planning Attorneys

    Connect with us today(520) 529-4000

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    Home / Resources / Is Your Estate Plan Outdated?

    Is Your Estate Plan Outdated?

    Review the questions below to see if it is time for an Estate Plan Check-Up

    1. Has it been more than 3 years since you reviewed your current estate plan?
    2. If you have minor children, does your estate plan name Guardians for them?
    3. Since creating your estate plan, are your children now adults?
    4. If you have a Trust, are there any assets that you have not transferred into your Trust?
    5. If you become disabled, is your Power of Attorney document for financial decisions older than 5 years?
    6. If you become disabled, is your Power of Attorney document for health care decisions older than 5 years?
    7. Are there any gifts you would like to make to charities at your death that have not been clearly set forth in your planning documents?
    8. Is there any personal property that you would like distributed that have not been clearly set forth in your planning documents, including the care of any surviving pets?
    9. Since you signed your planning documents, have you changed your mind about any aspect of the plan?
    10. Has the value of your assets changed since you signed your planning documents?
    11. Have you added or changed the kind of assets you own since your planning documents were signed?
    12. Have you recently been married, divorced or widowed since your estate planning documents were signed?
    13. Have you had children since your estate planning documents were signed?
    14. Have your children had children?
    15. Have any of your children been married, divorced or died since your planning documents were signed?
    16. Have you, your spouse or child become physically or mentally incapacitated since your planning documents were signed?
    17. Have you bought or sold a house or other piece of property since your planning documents were signed?
    18. Are you contemplating selling stock or other valuable assets with a low cost basis?
    19. Have you moved between states since your planning documents were signed?
    20. If you have a Living Trust, are Medicaid triggers in place to ensure that at the appropriate time Medicaid planning can be implemented?

    If you have answered ‘YES’ to any of these questions, it is a good idea to schedule a review appointment.

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    Testimonials

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    In this day and age it is very rewarding and comforting to make a major decision for the long-term security of your family. Over 14 years ago we decided upon the Kinghorn Heritage Family to create our family trust. Through the years it became very evident that this decision was a major and necessary step for a secure future in an ever-changing legal climate. The Kinghorn Family has been a close friend that has always been there to serve our family.

    Gary and Velma T. Client Review September 8, 2020

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    We appreciate the programs presented that keep us informed and updated in today’s internet and financial world. It is a comfort to know that you are only a phone call away if questions arise.

    Robert and JoAnn H. Client Review September 8, 2020

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    We enjoyed meeting all the behind-the-scenes people on your team and want to thank you for the peace of mind you’ve given us and our children.

    M.D. Client Reveiw September 8, 2020

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    What an amazing law firm, where the people I refer to them are handled as good friends, family, and confidantes.

    Eileen E. Client Review September 8, 2020

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    Thank you Allison and Kinghorn Law family for everything you have done to make our end-of-life decisions a reality and stress free. When we think of Kinghorn: trust, peace of mind, professional. Outstanding Law Firm!

    Ken and Cheryl V. Client Review September 8, 2020

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    Very satisfied with your company and staff.

    Robert and Britt O. Client Review September 8, 2020

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    Our law firm's philosophy has always been to help families preserve their wealth and achieve their long-term financial goals. The coordination of the estate plan and financial plan is vital.

    We offer FREE estate and financial plan reviews. During these complimentary reviews we will:

    • Discuss your family situation to ensure that the terms of your estate plan still reflect your wishes and family situation
    • Review the beneficiary designations of your IRAs and retirement plans to be sure you are taking advantage of the recent law changes
    • Review your assets to be sure they are properly titled in your living trust
    • Analyze the impact of any new tax law changes to see if your estate planning documents need to be updated

    In addition, we will answer any questions you may have regarding recent law changes and your estate planning goals. This will be an ideal opportunity to coordinate your financial planning goals with your estate plan.

    Chandler V. Client Review September 8, 2020

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    Estate Planning attorneys are sometimes criticized for offering needlessly complex, 'canned' solutions. This never has been the case with Kevin. The documents he created were comprehensive when appropriate and surprisingly simple when suitable. In every case, they were individually crafted to meet our unique needs.

    Rich D. Client Review September 8, 2020

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    3573 E. Sunrise Drive, Suite 209
    Tucson, AZ 85718
    Phone: (520) 529-4000

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