Written by attorney Yahima Suarez

Why should I review my Estate Plan at least every three years?

Estate plans are prepared for the purpose of meeting the client's needs, their family and business needs. If a plan is drafted and stuck in a drawer for years, the chances are that it will be outdated by the time you need it. Life changes, laws change, and so does your wishes and expectations.

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For whatever reason, just make sure to review your plan every three years at the least, or every year, if possible. If nothing has changed, then you change nothing on your plan. But, you will have the peace of mind to know that it continues to serve your purpose and that of your family and your business. It is important that your plan works the way you want it to work when you need it. Keeping your plan updated is key.

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