Major Life Events
- Marriage or divorce
- Birth or adoption of a child
- Death of a beneficiary or executor
- Significant change in assets
Relocation
Moving to a new state may affect your will, trusts, and powers of attorney. State laws vary, so a review is advisable.
Tax Law Changes
Estate and gift tax laws change over time. Periodic review helps ensure your plan remains tax-efficient.
When to Schedule a Review
Many professionals recommend reviewing your estate plan every 3–5 years, or immediately after any major life change.
Contact a qualified estate planning attorney for personalized advice.