The Importance of Keeping Your Estate Plan Up To Date

Your estate plan is not something you can ever “finish.”  Your circumstances may change in the future, as well as tax laws or other laws that may affect your estate plan, and often these changes can come with both opportunities and pitfalls.  It is best if your estate plan is reviewed regularly and updated to maintain your goals and address any changes in the law.  Here are some circumstances in which you should consider a review and update of your estate plan: