Is your estate plan collecting dust on a shelf? If you haven't taken a look at these documents in a while, you should absolutely continue reading. A periodic review is an important ongoing step to your planning. Maybe your estate plan was created when you were single, and there have been some significant changes in your life. Perhaps you got married or divorced. Even changing tax and estate laws can require further updates to your planning documents. This is why your estate planning documents must evolve to keep up with the changes in your life.
WMUR’s recent article entitled “The 'final' estate-planning step” reminds us that change is a constant thing. With that in mind, here are 15 signs that a review is in order.
If you have made your estate plan but can answer yes to any of these, you may want to review your estate planning documents. To create, review, or modify your estate plan, book an appointment with Vick Law, P.C. today.
Reference: WMUR (Feb. 3, 2022) “The 'final' estate-planning step”