Download When should an estate plan be reviewed Mp3
Duration: 890.63 kB
Published: 24 April 2018
When should an estate plan be reviewed? | Ryan S. Ratner, P.A. | ryansratner.com/ | ryanratner.com/ | (561) 544-7314 | (561) 245-2285 | 4400 N Federal Hwy, Suite 210, Boca Raton, Florida 33431
Your estate plan should typically be reviewed every three to five years. When there's a birth in the family or a marriage in the family, God forbid a death or divorce. These are the times, these watershed events in life where everyone should review their will, their trust, their powers of attorney, their entire estate plan, and make sure that their goals and objectives are still met in light of that changing circumstance in their life.