Reviewing Your Documents
Do it.
KEEPING YOUR ESTATE PLANNING CURRENT
A person’s estate should be reviewed at least every three to five years. A review should also be done in the event of a major life change such as the birth of a child, receipt of a large amount of money, dissolution of marriage or other long-term relationship, or the beginning of a marriage or other long-term committed relationship.
“Life is pleasant. Death is peaceful. It’s the transition that’s troublesome.”