Not Conducting Periodic Reviews of Your Estate Plan
Estate planning is not a static process. You cannot place your estate plan on a shelf and expect everything to work out. Estate plans require maintenance. Every 18- 24 months you need to review your estate plan’s legal documents and the beneficiary designations on your financial accounts to confirm that everything is in order and properly coordinated. A periodic review also offers an opportunity to determine if your needs, circumstances or laws have changed since last review.
Estate Services For WI and Beyond
A Serious Discussion on Illness, Accident, Death and Those You Love