Estate Planning and Settlement
Our attorneys are highly experienced in helping you sort through the specific and personal issues that require an approach that is unique to your estate plan.
When should you review your Estate Plan and consider the need for changes?
It is advisable to review your estate plan at least every five years. To give one example, the trust you established for a grandchild when the grandchild was 16 years old might require a longer or shorter duration when viewed five years later.
It is also advisable to review your estate plan whenever significant events occur in your family, including the following: