Single Senior Citizen
Debbie Smith’s mother, Ardith, is 81-years-old. She has a net worth of $700,000 and lives in an assisted living facility. She established a trust in 1988 with her husband. He passed away in 1994 and she has not updated her plan since its creation in 1988.

Ardith believes that all of her affairs are in order in the event she is incapacitated or passes away. However, Nebraska laws have changed in recent years causing a need for amendments to older estate plans. Ardith also needs to ensure that all of her assets are titled in the Trust. Many people have trusts established that have not been properly funded by their assets. This situation would cause Ardith’s estate to be probated. Ardith would need to seek the advice of an attorney to review her current estate plan and make any needed amendments.