When To Review Your Documents

If any of the following events have taken place, it is time to take another look at your estate plan. Regardless of any life events, we recommend that you meet with us at least once every 3 years to ensure your plan is in order and your trust is properly funded and maintained.

  • A new child
  • A move to another state
  • Significant change in net worth
  • Acquisition or sale of a business
  • Retirement
  • Marriage
  • Divorce
  • A desire to change beneficiaries
  • Death in the family
  • A change in the tax law