When should an estate plan be reviewed?

<< Return to Video FAQs

Video Transcript

We recommend every three years. However, life changes may dictate that happen sooner. For example, if a spouse or beneficiary dies, we need to see you then. If your main fiduciary dies, or resigns, we need to see you then. It’s important to keep your plan current. A stale plan is sometimes worse than no plan at all.

This is printing from the single-videos page.