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Estate planning triggers: When to re-evaluate your estate planning strategy

March 13, 2019

From the Bankrate website

As life happens and things change — and as you pass big milestones like getting married, having children or retiring — your estate plan and will should change too.

The risk of not having a current estate plan and will that reflects your wishes is great. “When individuals do not put any plan into place, it leads to confusion, chaos and unintended consequences,” she says.

Think of this as your starter guide to keeping your estate plan up-to-date, using these important life events as triggers to remind you to discuss your current situation with a trusted attorney.

From → Finance

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