Lisa walked into my office with a sense of urgency. “Skipton,” she said, “I’ve been meaning to do this for years, but life just kept getting in the way.” Lisa had first created her estate plan at 35, back when her priorities were straightforward: name guardians for her kids, set up a basic will, and move on with life. Now, at 65, her world looked very different.
Her children were grown with families of their own, and she had six beautiful grandchildren she adored. Over the years, Lisa’s assets had multiplied, and her interests had evolved. She wanted to leave a legacy that reflected her values—but her old estate plan wasn’t equipped for that.
As we worked together, Lisa shared her goals. She wanted to create an education trust for her grandchildren, ensuring they could access funds for college without delays or disputes. She also wanted to support the environmental causes she was passionate about, so we added a charitable giving plan to her estate. Most importantly, Lisa wanted to avoid family conflict. By updating her trust and titling her assets properly, we gave her children a clear roadmap to follow, eliminating potential confusion or disputes.
Estate planning is more than just paperwork—it’s a reflection of your life, your values, and your legacy. Goals that made sense decades ago may no longer align with your current priorities. That’s why it’s crucial to revisit your plan regularly.
As you reflect on your family and your future, ask yourself: Does your plan still align with your goals? If not, it’s time for a change. Register for a Workshop and let Skipton Law help you build a legacy that lasts. Together, we’ll ensure your estate plan evolves with your life.