This article will explore questions that many clients have failed to contemplate or made a decision regarding prior to their initial planning consultation. Often the questions presented below elicit the “I never thought of that” response. Not all of these questions will apply to everyone. Fortunately, the disaster-type scenarios almost never occur. Problems with family
General Topics Involving Estate Planning
How Often Does My Estate Plan Need To Be Reviewed
By Roman A. Chojnacki on
Posted in General Topics Involving Estate Planning
A comprehensive estate plan review is recommended at a minimum of every three to five years. Other circumstances may create the need for a more frequent review. This article will present the factors you should consider when deciding whether to schedule an appointment to review your current plan with an estate planning attorney.