Tip of the Month | August 2024

How Often Should You Review Estate Documents?

Written By: Nick Ziarek, CFP®, CFA

It is recommended to review your estate documents every 3 to 5 years.

Have there been changes in your family, finances, where you live or changes in the law since your documents were drafted? Maybe a child got married, you have grandchildren now or a named beneficiary passed away. Maybe your financial situation changed from an inheritance, sale of a business or second property.

Reviewing documents ensures everything aligns with your current wishes and laws today.