How often should your estate plan be reviewed? That depends on many factors, such as marriage or divorce of a child, receipt of an inheritance, retirement, changes in laws, a change in attitude about children or grandchildren and many other issues. I recommend reviewing your plan at least every 2 years, or more often if one or more of those life-changing events occurs.
Having a plan which no longer makes sense could be worse than having no plan at all.
Latest posts by Jack N. Alpern, Estate Planning Attorney (see all)
- Charitable Planning in Times of Crisis - November 1, 2021
- Advantages of Using a “Grantor Trust” in Planning - October 5, 2021
- Dangers of Do-It-Yourself Estate Planning - August 1, 2021
