Written by attorney Joshua David Ramirez

When should an estate plan be reviewed?

There is no set time frame when an estate plan should be reviewed, but there are a couple of times I think it should be. One is if there are any changes in the tax law, such as in 2013. If there are any life changes in your family, that's another excellent time when we should review your estate planning, such as the death of a loved one, a new marriage, or a new birth.

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