Category: Estate Planning

Older Estate Plans Should Be Reviewed

Posted on: September 30th, 2008
While folks who put an estate plan into place years, or even decades, ago are to be commended for planning ahead, they should not assume that the job is completed.  Estate plans should be reviewed and updated on a regular basis – I suggest every two years or so.
This article by Lewis Schiff in Investment Advisor magazine provides a good discussion of why it is essential for older plans to be reviewed.
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