Clients often ask us how often they should come back to us about possible updates to their estate plan. While that can depend on your plan’s complexity, generally it is good to to review your documents at least every few years to reacquaint yourself with what they provide. In that review, think about how your family and financial situation may have changed since you last did a new will or trust document (or amendment). Some typical changes that can arise:
More generally, has anything in your life changed in a way that can affect the current provisions of your will or trust?
Consult your estate planning advisors with any questions. Visit The Connolly Gallagher Trust & Estate page by clicking here.
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