When should you update an estate plan? When circumstances have changed for you is the simple answer. This could be a marriage. This could be a divorce. Maybe you had another kid.
If you need help or want to plan with me, click here to schedule a session.
Maybe you sold your business. Maybe you got an inheritance.
Some changes you might not realize. This is usually a change in the law. That’s why you should have your estate plan reviewed every few years by an estate planning attorney.
If this video helped you, you might find the two below to be useful as well: