When to update your estate plan

When to update your estate plan

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Do you need to update your estate plan?

You should review your estate plan every few years, especially if you’ve had a material change in your personal circumstances. Here are 10 questions to ask yourself. If you answer “yes” to any of these questions, you’ll have to update your plan. CLICK HERE to read this informative, quick and easy to read article. If you have any questions, please be sure to contact Harry Perler or David Olejnik.