It is very common for clients to ask us how often they need to review their estate plans or update their documents. Every client’s situation is unique, so it is difficult to establish hard and fast rules as to when reviews or changes are needed. Typically, a review of your estate plan is prompted by a change in circumstances or a change in your intentions. Below is a list we have compiled to assist you in determining when you should review your estate plan.
CHANGES IN FAMILY STATUS
RETIREMENT PLAN ASSETS/IRAs
ANNUAL CHECKS, IF
If you ever have a concern about whether a change in circumstance merits a review of your estate plan by us, please call, and in many circumstances, we will be able to tell you over the phone if further action is necessary.
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