• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Levine, Furman & Rubin, LLC

East Brunswick Estate Planning Attorneys

Attend a Free Seminar 732-238-6000
  • Home
  • Our Firm
    • Advantages of Working With Our Firm
    • Attorneys and Staff Profiles
    • Communities We Serve
      • Mercer County
      • Monmouth County
        • Freehold Township
      • Middlesex County
        • East Brunswick
        • Edison
        • Monroe Township
        • Old Bridge Township
      • Ocean County
        • Jackson Township
        • Lakewood
    • Founding Attorneys
    • Multimedia
    • News & Events
    • Our Services
    • Speaker Connection
  • how we can help
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Incapacity Planning
    • IRA & Retirement Planning
    • Legacy Wealth Planning
    • LGBTQ Estate Planning
    • Loss of a Loved One
    • Special Needs Planning
    • SECURE Act
    • Trust Administration & Probate
  • elder law
    • Caregiver Guidance
    • Coping With Alzheimer’s
    • Medicaid Planning
    • Veteran’s Benefits
  • Seminars
  • RESOURCES
    • DocuBank
    • Educational-Alerts
    • Elder Law Reports
    • Estate Planning Articles
      • The Importance of Retirement Planning
      • Reasons to Create a Living Trust
      • What to Include in Your Will
    • Estate Administration Consult Form
    • Newsletters
    • Pre-Consultation Form
    • Reports
    • Special Needs Resources
    • Trust Administration And Probate Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • Things You Need To Do When a Loved One Passes Away With a Will
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Trust Administration & Probate Definitions
  • Reviews
    • Our Reviews
    • Review Us
  • Blog
  • Contact Us
Home » Blog » What to do if Your Estate Plan No Longer Meets Your Needs

What to do if Your Estate Plan No Longer Meets Your Needs

April 23, 2020 by Roger Levine, Estate Planning Attorney

A man distory the useless paper

With so much going into the estate planning process, there could come a point in the future when you realize that changes are necessary. However, altering your estate plan is easier said than done, as you don’t want to make any rash decisions that result in you causing more harm than good.

Here’s what you should do if your estate plan no longer meets your needs:

  • Identify areas of concern: Review your entire estate plan to identify areas of concern, thus allowing you to take action. Remember, if you alter one detail you may need to alter another, so it’s critical that you review your plan in its entirety.
  • Consider your options: It’s one thing to identify areas of concern, but another thing entirely to take the appropriate action at the right time. For example, if you want to change the guardian of your children, there’s more to it than scratching out one person’s name and writing in another. You should first notify your current guardian that you’re making a change. And then, after choosing a new guardian, adjust your estate plan accordingly.
  • Get help: Many people make the mistake of assuming they can alter their estate plan without the help of a legal professional. If you do this, you run the risk of making a mistake, which could cause trouble in the future. Sticking with the example above, if you don’t properly change the guardian designation, it could result in the wrong person raising your children should you pass on before they reach age 18.

You hope that your estate plan will meet your needs for the rest of your life, but don’t be surprised if it requires changes every now and again.

If you come face to face with this, contact us to discuss your concerns and learn more about the steps you can take.

  • Author
  • Recent Posts
Roger Levine, Estate Planning Attorney
Roger Levine, Estate Planning Attorney
Roger N. Levine is a co-founder of the East Brunswick, New Jersey law firm of Levine, Furman & Rubin, LLC.
Roger Levine, Estate Planning Attorney
Latest posts by Roger Levine, Estate Planning Attorney (see all)
  • Benefits of Choosing a Nursing Home in Advance - July 5, 2022
  • You Say You Don’t Need An Estate Plan? - June 24, 2022
  • Estate Planning: Have You Provided For Your Pet? - June 20, 2022

Primary Sidebar

Levine, Furman & Rubin, LLC

Levine, Furman & Rubin, LLC

NEWSLETTER SUBSCRIPTION

FOLLOW US

  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube

WHERE WE ARE

East Brunswick (Main Office)
F-3 Brier Hill Ct.
East Brunswick, NJ 08816
Phone: (732) 238-6000
Fax: (732) 238-6055

MAP

Map

SATELLITE OFFICE

Jackson (Satellite Office)
19 N County Line Road Suite 3
Jackson, NJ 08527
Phone: (732) 238-6000
Fax: (732) 238-6055

OFFICE HOURS

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

Footer

Levine, Furman & Rubin, LLC

Levine, Furman & Rubin, LLC

Levine, Furman & Rubin, LLC

East Brunswick (Main Office)
F-3 Brier Hill Ct.
East Brunswick, NJ 08816
Phone: (732) 238-6000
Fax: (732) 238-6055

Map/Location

Map

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

Jackson (Satellite Office)

19 N County Line Road Suite 3
Jackson, NJ 08527
Phone: (732) 238-6000
Fax: (732) 238-6055
Map

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube

The information on this website is for general information purposes only. Nothing on this or associated
pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. This
information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.
Privacy Policy | Terms of Service | Disclaimer | Site Map | Powered by American Academy of Estate Planning Attorneys
© 2023 Levine, Furman & Rubin, LLC. All Rights Reserved.