It is a good idea to review your estate documents every five years, or when your financial or family situation changes.


If you remarry after you prepare your will or trust, your new spouse may be able to claim they were forgotten and bring a probate court action, even if they were provided for outside of your will or trust.

If you get a divorce, you should have your estate planning documents updated to make sure they have the right people in charge and the correct beneficiaries.  Be sure to also verify the beneficiaries of your IRA’s, annuities and life insurance policies.

Everyone should look over their trust periodically to make sure all schedule A assets are in the trust.  If you refinanced your home after your trust was prepared, make sure the home is in the trust.

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