Estate Planning: Reviewing and Updating Your Plan

Once a legal document is drafted, reviewed and signed, it is often carefully laid to rest in a safe deposit box or file drawer and comes out again only when a party dies or a conflict arises. It is a good idea to periodically review and update all legal documents. In today’s robust political climate estate, gift and other taxes will be changing frequently.  You thus should talk to an attorney who stays uptodate on all of these laws.  Additionally life happens!  Here are some events when a review of estate planning documents may be required: