When Is It Time To Restate Your Estate Plan?
Welcome to Estate Planning Wednesday.
Let me begin with a statement that may surprise you:
Your trust can be perfectly legal, properly signed, and completely wrong for your family today.
That is because your estate plan was created for a particular moment in your life. It reflected the people you loved, the assets you owned, the laws in effect, and the decisions you had made at that time.
But your life did not stop changing the day you signed your trust.
Children grew up. Grandchildren were born. Parents passed away. Marriages began—and sometimes ended. You bought property, sold businesses…
The skinny
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