08/28/2026
When Was the Last Time You Reviewed Your Estate Plan?
Life doesn't stand still, and your estate plan shouldn't either. Marriage, divorce, retirement, the birth of grandchildren, the purchase or sale of a home, or changes in your finances can all affect whether your current plan still reflects your wishes. Even if nothing major has changed, reviewing your documents every few years helps ensure the people you've chosen and the decisions you've made are still the right ones. If you can't remember the last time you looked at your estate plan, this is a great reminder to put it on your calendar.
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