Thursday, March 28, 2024 at 7:42 PM
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7 events that necessitate review of your estate plan

Estate planning is not a one-and-done type of deal. It should continuously evolve along with your life circumstances.

Estate planning is not a one-and-done type of deal. It should continuously evolve along with your life circumstances.

No matter who you are, your life will inevitably change. In the absence of any major life events, I recommend reviewing your plan at a minimum of every three to five years to make sure its terms are up to date.

Yet there are several common life events that require you to immediately update your plan, such as these seven significant events.

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