How Often Should My Estate Plan Be Reviewed?

Dec 18, 2019

How often should my estate plan be reviewed?  I have always described an estate plan as “work in progress.”  Life changes – our children change, the law changes, our attitudes about charities may change. As a result, your estate plan should be reviewed regularly; in my opinion, at least every 3 years.  Put the date on your calendar…pick your anniversary, birthday or a holiday, and make the commitment to review your plan with your estate planning attorney.

-Jack N. Alpern, Esq.

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