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Legal Spring Cleaning Checklist

legal documents

Spring is generally the time of year when people do their taxes and spring clean their homes. This can also be a terrific time to check-off some important items that should be on everyone’s legal spring cleaning checklist.

How to Spring Clean Your Legal Documents

Every family should have an up-to-date estate plan that is written down and stored in a safe place. Circumstances can change for year-to-year, and it is always a good idea to meet with your Milwaukee estate planning attorney each year to make any necessary legal changes to your will, retirement plans, power of attorney choice, ILS, and trust plans among other legal matters.

Make Sure You Have the Proper Car Insurance Coverage

A seasoned Milwaukee personal injury attorney reminds individuals to ensure that they have the proper car insurance coverage for every vehicle and driver in the household. This includes teens, college-age kids, and anyone providing care-related services that will involve driving a family member to run errands, get to doctor appointments, or just picking up groceries. Don’t get caught being underinsured as the legal financial consequences can be dire.

Reevaluate Family Legal Matters

Divorced parents, grandparents and others will have changing family law matters that should be updated regularly to ensure that everything is as it should be. Consult with a Milwaukee family law attorney for child care expenses, shared custody arrangements, alimony payments among others.

Get Your Business Legal Matters Cleaned Up

A successful Milwaukee business attorney reminds small business owners to brush-off their business-related legal matters each year. Reevaluate your marketing budget, technology upgrades and key performance indicator choices.

Contact McLario Helm Bertling & Spiegel at https://mclario.com for further details regarding legal spring cleaning checklists

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