When Should An Estate Plan Be Reviewed
An estate plan should be reviewed after major life changes such as marriage, divorce, birth or adoption, death of a beneficiary or fiduciary, significant asset changes, relocation, tax law changes, or health changes. Many people also benefit from a periodic review every few years.
Video Transcript
Question: When Should An Estate Plan Be Reviewed?
Answer: An estate plan should be reviewed after major life changes such as marriage, divorce, birth or adoption, death of a beneficiary or fiduciary, significant asset changes, relocation, tax law changes, or health changes. Many people also benefit from a periodic review every few years.
This information is provided for general educational purposes for individuals and families considering estate planning, trust planning, incapacity planning, or probate matters in Boca Raton and throughout Florida. Every family situation is different, so legal documents should be reviewed with a qualified Florida estate planning attorney before relying on any general information.
When Should An Estate Plan Be Reviewed?
An estate plan should be reviewed after major life changes such as marriage, divorce, birth or adoption, death of a beneficiary or fiduciary, significant asset changes, relocation, tax law changes, or health changes. Many people also benefit from a periodic review every few years.
For help applying this information to your own estate plan, contact Cohen Samuels, PLLC in Boca Raton at (561) 600-1250.
