It’s Important to Review Your Estate Plan Periodically

You should review your estate planning documents periodically to confirm they are up to date and reflect your current situation.  Consider if any changes need to be made to bequests, executors, trustees, guardians, powers of attorney, and health care agents.  Make sure your retirement plan, insurance, and other beneficiary forms are current and coordinate with your plan.  Changes may be warranted if you sold an asset or business, you have a new job, a child married, you became a grandparent, a marriage ended, someone died, or if there is a need for asset management protection for you or a family member.

If you have any questions regarding reviewing your estate plan, please contact Doris L. Martin or visit our website.