How often should I update my estate plan?

You should review your estate plan at least every three years and after major life changes such as marriage, divorce, the birth of a child, the death of a beneficiary, or a significant change in your assets.

As part of our commitment to a lifetime relationship with clients, our estate planning law firm provides attorney check-up meetings every three years to ensure your plan stays current with your wishes and any changes in the law.

Philip J. Kavesh
Helping clients with customized estate planning guidance and trust & estate administration for over 45 years.