Creating a will is crucial, but remember: life changes. When it does, so should your estate strategy. Regularly updating your will keeps it aligned with your current circumstances and wishes. Here are 7 reasons to revisit your will:
Family Changes? Marriage, divorce, births, or losses can impact your strategy.
Moved? Different places, different laws.
Financial Shifts for you or your beneficiaries? Reflect on current assets and plan.
Executor/Trustee still the right choice? Pick the right person for the job.
Law Changes? May affect your plan and have new tax considerations.
Beneficiary Updates? Reflect evolving relationships.
How long has it been? Review every 3-5 years.
We are always happy to assist you in this process!
Disclaimer: This is for informational and educational purposes only. Image created by AI.