Review after meaningful life changes
Marriage, divorce, a birth, a death, a move, or a change in family responsibilities can affect the people and decisions named in an existing plan.
Review after financial or property changes
Buying or selling real estate, starting or selling a business, or making significant beneficiary changes may create new coordination questions.
Review even when nothing dramatic has happened
People, institutions, contact information, and preferences change over time. A periodic conversation can confirm whether the plan still reflects current priorities.
This resource provides general information only and is not legal advice. Laws and individual circumstances vary. Reading or watching this material does not create an attorney-client relationship. Speak with a qualified attorney about your situation.
