Category: Estate Planning

5 crucial things you need to consider when reviewing your estate plan

A grandfather using a laptop with his adult son and grandchild.

If you have an estate plan, you shouldn’t simply forget about it. Instead, regular reviews can help ensure it continues to reflect your wishes and circumstances. Sometimes you may have a specific reason to review your estate plan. Life milestones can often cause you to reflect on the steps you’ve previously taken. Experiences like getting […]