Home › About The Firm › Blog › How to Update Your Estate Plan After Major Life Changes in Rochester
Published February 1st, 2025 by Klafehn, Heise & Johnson P.L.L.C
Life is full of changes, and these changes can have a significant impact on your estate plan. Whether you’ve experienced a marriage, divorce, the birth of a child, or the acquisition of significant assets, it’s important to update your estate plan to reflect these life events. Estate planning is not a one-time task—regularly reviewing and adjusting your plan ensures that it aligns with your current wishes and circumstances. At Klafehn, Heise & Johnson P.L.L.C., we are here to help residents in Rochester, NY, and surrounding areas make the necessary updates to their estate plans.
In this article, we’ll guide you through the key life changes that necessitate an estate plan update and provide steps on how to make those updates effectively.
When you get married, your financial and personal circumstances change. You may want to ensure your spouse is included as a beneficiary of your assets, your healthcare proxy, or your power of attorney. Additionally, if you have children from a previous marriage, your estate plan should reflect their interests as well.
If you're newly married in Rochester or Brockport, now is the time to ensure your estate plan is updated. Contact us for a consultation to make sure your estate reflects your new marital status.
Divorce is another major life change that necessitates updating your estate plan. If you’ve recently gone through a divorce, you’ll want to review your will, trust, and any beneficiary designations to ensure your ex-spouse is no longer listed as a beneficiary. You may also want to make changes to your health care proxy, power of attorney, and guardianship plans.
It’s essential to ensure your estate plan reflects your current circumstances after a divorce. Contact Klafehn, Heise & Johnson P.L.L.C. today to make the necessary updates.
The birth of a child is one of the most joyful events in life, and it’s also a time to make sure your estate plan reflects your new responsibilities. You may want to name your child as a beneficiary of your estate, designate guardianship in the event of your passing, and plan for their financial future.
At Klafehn, Heise & Johnson P.L.L.C., we can help ensure your estate plan is updated to include the appropriate guardians and beneficiaries for your children. Contact us today to learn more.
Whether you’ve purchased a new home, inherited property, or made a significant investment, acquiring new assets means you need to update your estate plan to reflect these changes. Adding assets to your estate requires clear instructions on how you want those assets distributed and managed after your passing.
Reviewing and updating your estate plan is essential after acquiring significant assets. Our team at Klafehn, Heise & Johnson P.L.L.C. can help you integrate these assets into your estate plan. Contact us for assistance.
If you’ve experienced a serious health change, it’s essential to review and update your estate plan to ensure your wishes regarding medical care and financial matters are addressed. In the event of incapacity, you need to designate someone you trust to make medical and financial decisions on your behalf.
Health changes can significantly impact your estate plan, and it’s crucial to ensure your wishes are respected. Contact us to update your estate plan and plan for your future.
Now that you know the importance of updating your estate plan after major life changes, don’t wait to make the necessary updates. At Klafehn, Heise & Johnson P.L.L.C., we are here to help you review and revise your estate plan to ensure it aligns with your current life circumstances and future goals.
Start 2025 with confidence and security—contact us today to schedule a consultation and ensure your estate plan is up-to-date and fully reflects your wishes. Get in touch with us today.
Legal Disclaimer: This article provides general information about estate planning in New York State and should not be construed as legal advice. For specific legal advice tailored to your situation, please consult with an attorney. Each individual’s situation is unique, and laws can vary from state to state. For personalized guidance, contact the attorneys at Klafehn, Heise & Johnson P.L.L.C. in Rochester, NY. You can contact us here. Portions of this article are considered ATTORNEY ADVERTISING under the New York State Unified Court System Rules of Professional Conduct (22 NYCRR Part 1200). Prior results do not guarantee a similar outcome.
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Life is full of changes, and these changes can have a significant impact on your estate plan. Whether you’ve experienced a marriage, divorce, the birth of a child, or the acquisition of significant assets, it’s important to update your estate plan to reflect these life events. ...
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Portions of this website are considered ATTORNEY ADVERTISING under the New York State Unified Court System Rules of Professional Conduct (22 NYCRR Part 1200). Prior results do not guarantee a similar outcome. We reserve all intellectual property rights in any proprietary content contained in this website.
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