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.
Latest posts by Jack N. Alpern, Estate Planning Attorney (see all)
- The Inflation Reduction Act - September 13, 2022
- How Do I Trust Thee…Part II - July 1, 2022
- How Do I Trust Thee…Part I - July 1, 2022
