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Your estate plan should be reviewed regularly to ensure it continues to meets your needs
Do you remember when you last reviewed your estate plan? If the answer is when you first signed the stack of documents at your attorney’s office, then you’re not alone. Many of us complete an estate plan and then fail to revisit it for years (and some never do).
It is important, however, to review a plan every so often due to ever-changing tax laws and major life events, such as a birth, marriage, divorce, or death. At a minimum, an estate plan should be dusted off and revisited at least every three years, to help ensure alignment with current laws.
Fidelity Viewpoints
