Articles Tagged with periodic review

Your estate plan should be based on your desires, family situation, estate size, and on applicable law, at the time the plan is devised and the will is executed. A plan that assumes the occurrence of particular future events may produce undesirable results if the planned future events do not occur. For example, a simple will may be sufficient to handle your estate planning needs but a change in your family or financial situation will have a significant impact on your plan. Therefore, we strongly recommend a periodic review of your estate plan in order to keep abreast of changes in both the law and your own personal situation.