Jennifer Bittel Derby, of Tucker Arensberg, P.C., has made available for download her article, “When to Consider a Change in your Estate Planning Documents”, published in JDSUPRA. The abstract is as follows:
As estate planning attorneys, we not only discuss with clients the importance of having estate planning documents in place, but also the importance of updating documents when life changes. As a rule of thumb, estate planning documents should be reviewed about every five years to determine if revisions are necessary. When life changes have occurred since the documents were revisited, changes may become necessary. Some of these life changes that may prompt the need for updating your documents include the following:
Posted by Anthony Tran, Associate Editor, Wealth Strategies Journal
Wealth Strategies Journal 