10/07/2026
A signed estate plan doesn't necessarily mean it's up to date. Documents reflect the situation you were in when you made them, and circumstances change.
October is National Estate Planning Awareness Month, which makes it a reasonable time to go through what you already have. Start with the documents that would matter if you couldn't speak for yourself:
▪️Healthcare directives, living wills, and powers of attorney, so someone can act for you if you can't
▪️Your will and any trusts, and whether they still reflect your wishes
▪️Retirement accounts and insurance policies, which usually pass by beneficiary designation rather than under your will
▪️Anything that's changed in the family since you signed
Marriage, divorce, a new child or grandchild, retirement, a home purchase, an illness, or a move to another state can all shift what your plan should say.
People often ask us whether an existing will or trust still counts. It usually does, but it may no longer match what you'd choose today, and that difference tends to create problems for the family later.
Baker, Reck & Associates will tell you what still works and what may need attention.
Reach out today at bakerrecklaw.com/contact.
Have any questions- give me a text or a call at (954) 415-3004 or email me at [email protected]
