Is it Time to Review Your Plan?
Proper estate planning is a process, not simply a one-time event. Therefore, it only makes sense to periodically review your planning goals and legal instruments. Review this list of life changes that could alter your estate-planning needs. If you notice some areas that might apply to you or your family, then it may be time for an estate plan check-up.
Marriage, remarriage or divorce
Death of a spouse or beneficiary
Substantial change in estate size
Death or incapacity of an executor, trustee or guardian
Move to another state
Acquisition of property in another state
Birth or adoption of a child or grandchild
Serious illness of a family member
Change in business interest or retirement
Change in insurability for life insurance
Marriage or divorce of a beneficiary
Change in beneficiary attitudes
Financial irresponsibility of a child
Changes in tax laws
More than two years since review of plan with attorney
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