Once my estate plan is in place, am I done?

Not necessarily.  An individual’s estate planning needs can change due to life circumstances as well as changes in the law. It is important to review your estate plan on a regular basis, particularly upon the occurrence of an event such as the birth of a child or grandchild, a divorce, a medical emergency, incapacity, receipt of an inheritance, the passing of a loved one, or in contemplation of a new marriage, among other things.

Posted in: Estate Planning and Elder Law