Estate Planning

It is important to keep your estate planning documents updated.

Other estate-planning documents and matters that are handled at Themis Law Group include:

  • Trusts
  • Living Wills and Life Insurance
  • Health Care Surrogates
  • Deeds

Changes that may indicate a need to update your estate-planning documents include:

  • You were married, remarried, or divorced, since your documents were prepared.
  • You have become a parent or grandparent.
  • A change in circumstances or the death of someone named in your Will.
  • You would like to provide for a charitable organization.
  • Your assets are growing and you would like to protect your heirs from thousands of dollars in estate taxes.
  • You have started a business.
  • You are approaching retirement and will be required to take distributions from your IRA, 401(k), or other qualified plan.
  • It has been three or more years since you have reviewed your estate plan.