The Importance of an Annual Estate Plan Review
In life, change is inevitable. Your estate plan may require updates to reflect those changes. Ensuring your estate plan documents remain relevant is the purpose of reviewing them each year. Here are important things to consider during your review. Have you Updated Your Asset List? One thing that many clients forget is to regularly update and maintain a list of their major assets. The list should include bank account information (name of the bank, account number, etc.) for each bank …