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When should an estate plan be reviewed?

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certified financial planning

When should an estate plan be reviewed?

Question: When should an estate plan be reviewed?

Answer: I believe an estate plan should be reviewed at least every two or three years at a minimum. Circumstances change, relationships change with the people that you may designate as your executor, your trustee, the person that’s going to make medical decisions for you, as well as the people that are going to make financial decisions for you so sometimes the people change in your life and you need to update those in your estate plan.


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