2015 Year-End Estate Planning Tips

As 2015 comes to a close and 2016 gets closer, anyone who has an estate plan in the Treasure Coast area of Florida should take some time to go over a few year-end estate planning tips. Regardless of when you created a plan, or what tools you ve decided to include in it, taking some time to go over your plan to make sure it still matches your needs and desires is worthwhile. If you have yet to do so, here are several year-end estate planning tips you might want to consider. Year-End Estate Planning Tips. Personal Circumstances Review A lot can happen in a year, and when something significant does occur you may need to update your estate plan to reflect the new circumstances. Some of these common changes include getting married or divorced, the birth of a child or grandchild, or the death of a relative or loved one that you had included in your inheritance plan. Other changes may arise entirely from you or your wishes. If, for example, you created advance medical directives that include


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