When Lisa first created her estate plan 25 years ago, her main concern was naming guardians for her two kids. Fast-forward to today: her kids are grown, she has grandchildren, and her assets have grown significantly. Yet, her estate plan hasn’t been updated in decades.
Lisa’s story isn’t uncommon. Many people think estate planning is a one-and-done task, but life changes—and so do your priorities. When Lisa came to Voorhees Law Group, she realized her outdated plan no longer reflected her current goals. Together, we restructured her plan to:
- Include a trust for her grandchildren to fund their education.
- Protect her family home with a revocable living trust to avoid probate.
- Add a charitable giving plan to support the local organizations she’s passionate about.
Your legacy is about more than just dividing assets—it’s about creating a lasting impact. Whether it’s supporting causes you care about or ensuring your family is cared for, your estate plan should reflect your values today, not 25 years ago.
At Voorhees Law Group, we specialize in crafting plans that evolve with your life. We take the time to understand your priorities and create a plan that honors your legacy.
Take a moment to reflect: Does your estate plan still align with your goals? If not, it’s time for an update. Request a Consultation today, and let Kari Voorhees help you build a legacy that lasts.