Overland Park, KS Estate Planning

Request a Consultation

Life Events Checklist: Have Any Of These Things Occurred?

If you have experienced any of the common Life Events listed below (or others) since creating your estate plan (or since last reviewed), we should meet and evaluate their impact on your estate plan.

Family Relationships

  • Marriage, divorce, or remarriage
  • Death or incapacity of a spouse
  • Birth, adoption, incapacity, special needs, or death of a beneficiary     
  • Marriage, divorce, or remarriage of a beneficiary

External Changes       

  • State or federal estate, income, and gift tax law changes
  • Residency move to another state
  • Death of a named trustee, personal representative, or guardian

Economic and Personal Conditions

  • Substantial increase or decrease in personal wealth
  • Receipt of a large gift or inheritance
  • Change in business interests
  • Special concerns regarding a family member
  • Concern about paying for future long-term care
  • Concerns about parents and their estate or long-term care planning
  • Substantial change in life insurance amount or health/insurability
  • Real estate acquired in a different state
  • Retirement or nearing retirement

Click to Read More than 500

Client Reviews Below

10.0Kyle E. Krull
Kyle E. KrullReviewsout of 376 reviews
preeminent peer rated for highest level of professional excellence 2024
Client champion Platinum 2024

AV® Preeminent™ and BV® Distinguished™ are certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies.

Wealth Counsel Member Logo

Client Testimonials on Google


Ready to schedule your consultation?

Get Started Now With Harvest Law KC

Get Started Now

Subscribe to our e-Newsletter and Weekly Blog Digest

REMEMBER: “The choice of a lawyer is an important decision and should not be based solely upon advertisements.”
This statement is required by rule of the Supreme Court of Missouri.

Harvest Law KC

5209 W 164th St
Overland Park, KS 66085

Get Directions
IMS - Estate Planning and Elder Law Practice Growth Advisors
Powered by