When should I make updates to my estate plan?
You should update your estate plan any time there is a significant change in your life or your goals. Significant events could include the birth of new relatives, changes in your health, marriage or divorce, significant changes in your assets, and any other meaningful life occurrences. Some people update their estate plan once a year. Remember that your life changes often. It’s good to regularly update your plan and make sure it still accomplishes your goals.