While estate planning contemplates the future and tries to accommodate the possibility of major life events changing a plan, it is important to review your estate plan with your attorney regularly to ensure that it still reflects your wishes and is consistent with current laws. Specifically, it is strongly recommended that you review your plan with your attorney upon the occurrence of any of the following life events:
◻ There has been a change in your marital status or that of your children, grandchildren or any other beneficiary
◻ There has been an addition to your family through birth, adoption or marriage
◻ A spouse or other family member has died, become severely ill or incapacitated
◻ You have become responsible for the wellbeing of a family member
◻ You have recently received a substantial gift or inheritance
◻ You have recently made a substantial gift or charitable donation
◻ Your income levels or sources of income have changed
◻ You are retiring
◻ You have gotten involved with a new business venture or purchased a substantial interest in an existing business
◻ You have attempted to change your estate plan on your own