Saturday, October 12, 2013
If you already have an estate plan in place, you may need to update it from time to time. Here are 6 such times when you should consider an update:
- Changes in marital status
- Changes in the number of beneficiaries
- Changes in the status of beneficiaries
- Substantial changes in net worth
- Changes in fiduciaries
- Moving to another state
See Ike Devji, 6 Key Times to Consider Estate Plan Updates, Producers Web, Oct. 4, 2013.
Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.