Tag Archives: Reviewing your estate plan
Tips for Reviewing Your Estate Plan
Developing all of your estate planning documents is only one aspect of estate planning you should focus on. Once you have these documents in place, it is important to periodically review them and make any necessary adjustments. Here are a few tips for reviewing your estate plan. Review beneficiaries: It’s a good idea to periodically […]
How Frequently Should You Review Estate Planning Documents?
Just because you’ve completed your will signing and secured all your estate planning documents does not mean your estate planning process is over. It is important to revisit these documents periodically to make sure they still apply to your current situation and wishes. Reviewing your estate plan A good general rule is to either review […]