Another piece of solid advice in the article is that you should revisit your estate plan every three years.

That does not mean that you have to go through the entire process again. It just means that you should sit down with your estate planning attorney and go over everything.

Make sure that no laws have changed that might affect your estate. Make sure that beneficiaries, trustees and executors are still appropriate.

In other words, every three years you should make sure that the estate plan still does what you want it to do. Doing that periodically will possibly save a lot of trouble for your estate.

Why not contact your estate planning attorney and schedule a full review if you are due?

Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.
Post A Comment