When you work with Law Offices of Daniel J. MacNeil, PLLC, we can help create new legal documents or changing current materials to suit your best interests. We can advise you on why amending your estate plan is an essential move for you.

Clients should review their estate plan every two to four years. This can affect your will, estate plan, revocable living trust, and durable or health care powers of attorney. It can also impact your life insurance, plan for retirement and your business.

Why Amend An Estate Plan | Common Reasons

Typical reasons for reviewing and updating your estate planning documents include marriage. As children come into your family, you may want to consider the guardian you have chosen for them. A new baby, or wishing to disinherit a spouse or child, will also require legal amendments to your previous plan.

Choosing to leave money to a charity, adding a beneficiary, having a blended family, moving to a new state, or having a loved one with special needs can have substantial impacts on your planning for the future. We can work with complex family and financial situations to help benefit you — whether that means adding trustees, powers of attorney or merely changing your living will.

We Create A Personalized Estate Plan For You

When you work with us, you will always receive the individualized help that suits your specific needs. Our estate planning knowledge and years of experience can tackle even the most complex situations. Call our San Antonio, Texas, firm to schedule a complimentary initial consultation. Call today at 210-519-5395 or contact us by using our online form.