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Like other important things, estate plan needs periodic updating

It's laudable, of course, if you have already expended the necessary time, effort and well-considered thought necessary to craft a soundly tailored and forward-thinking estate plan to provide for your family, lawfully avoid taxes, fund your favorite charity, establish a personal legacy and so forth. Undoubtedly, you felt a sense of accomplishment and relief in the wake of doing so.

Because it's important, and you know that. Now don't be remiss in periodically revisiting your plan and strategies and making material changes when necessary.

Many people in Massachusetts and elsewhere find that, once they have put a plan in place that they know makes strong sense for their families, it is far from an arduous ordeal to keep it relevant and updated.

And so they don't just let it wither on the proverbial vine.

Because life is flux, and things -- important things -- always change.

A recent overview of estate planning considerations that warrant a periodic revisiting duly notes that, stressing the utility in perusing your plan anew every once in a while with the estate administration attorney who helped you craft it and who can closely assist with any material adjustments that might need to be made.

And, truly, it is likely that some modifications will need to be attended to. Family members grow into adulthood. Some marry, others divorce and, of course, some pass away. Family businesses are sometimes created or dissolved. The disability of a loved one might mandate a change in legal instruments, like a trust. Perhaps anticipated treatment of real property or other assets will yield tax-related effects. Births might alter inheritance choices and/or beneficiary designations in insurance policies and investment vehicles.

That list goes on of course, being as organic and varied as is every family across Massachusetts and the United States.

As the above-cited planning primer notes, "knowledge is power."

That adage rings fundamentally true with estate-related considerations. A proven estate administration attorney can help a client both implement a sound and comprehensive planning strategy and make necessary changes to it when they become necessary.

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The Law Offices of Kimberly Butler Rainen
21 Central Street
Andover, MA 01810

Phone: 978-494-6730
Phone: 978-409-1928
Fax: 978-849-8212
Map & Directions

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We are in a 1700s Colonial located on the intersection between Brook Street, Central Street and Essex Street in historic downtown Andover, Massachusetts. The parking lot entrance is located on Brook Street, which is a one-way. From Central, turn down Essex Street. Before reaching the railroad tracks, when you see the St. Augustine Church on your right, take a sharp left turn on to Brook Street, which will turn you back toward Central Street. As you ascend the hill back toward Central Street, you will see large stone pillars on either side of the entrance to our parking lot. We have assigned parking spaces numbered 7 and 10.

From the parking lot, you may take the stairs located on the rear, left-side of the building up to the garden area, where the foyer entrance to our office is located. You can also follow the sidewalk on Brook Street up to Central Street, walk along Central Street past the main house entrance (with a wrought iron gate across the walk way) to an opening in the wrought iron fence, in to the garden area where the foyer entrance to our office is located.