2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?
Even if you put a totally solid estate plan in place, it can turn out to be worthless for the peopleyou love if it’s not regularly updated. Estate planning is not a one-and-done type of deal—your plan should continuously evolve alongwith your life circumstances and other changing conditions, such as your assets and the law. No matter who you are, your life will inevitably change: families change, laws change, assetschange, and goals change. In the absence of any major life events, we recommend reviewingyour estate plan annually to make sure its terms are up to date. Additionally, there are several…
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