10 Items That Should be Evaluated During an Estate Plan Review
Estate planning is an ongoing process, and plans should be reviewed with a qualified estate planning attorney every few years to ensure that the goals you set in making your plan are still valid.
When reviewing your estate plan, keep these things in mind: 1. Your estate plan only works if your assets are owned properly. If you have acquired new assets (or sold assets you had at the time you made your plan) since your plan was last updated, you will need to update your family
