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When to Update Your Estate Plan

February 15, 2024

Life changes that signal it's time to review and update your will, trust, and other estate planning documents.

Your estate plan should evolve with your life. Here are key events that should trigger a review of your documents.

Major Life Events

Marriage, divorce, birth of children, death of beneficiaries, significant changes in assets, moving to a new state, and changes in tax laws all warrant an estate plan review.

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