If you already have an estate plan, it should NOT be considered permanent. Conditions, as well as your desires, may change. Estate plans should be reviewed at least every three years but, additionally, any important change in your life demands immediate review. These changes might include:
● Birth, death, marriage, divorce or disability of you or a beneficiary;
● Large increase or decrease in the net worth of you or a beneficiary;
● Substantial change in the type of your assets;
● Change of residence to another state;
● Change in tax law.