When to Review Your Estate Plan

Part of the Wills & Trusts Kit For Dummies Cheat Sheet

You should review your estate plan, including your will and any trusts, on a periodic basis to be sure that your inheritance planning is consistent with your needs and goals. In addition, review your estate plan upon

  • Marriage, separation or divorce

  • Birth or adoption of a child

  • Death of an heir

  • Move to another state

  • Significant changes in your health

  • Significant changes in your financial condition

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