Doanne & Doanne

When should an estate plan be reviewed?

Video Transcription:

Life happens to everyone and you should review your estate plan when the major life events occur, like birth, marriage, divorce, and death. It’s important also to keep an eye out for the newspaper. Whenever there’s a tax law change, you should call your professional and say, “Hey, does my estate plan now comply with the new tax laws.” And just remember, every time that there’s a major life event, that’s the trigger that should get you back in to review your estate plan and make certain that it’s up to date with your life. Have any more questions? Contact us today to schedule a free consultation! Doane & Doane – Top rated Tax & Estate Planning Attorneys

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