How Often Do I Need To Review My Estate Plan? Legacy Assurance Plan Of America Make Sure It Stays Sound By Managing It At Regular Intervals.

Mostly people review their estate plan at a regular frequency, often when people review their whole financial plan including taxes strategies. This can be done annually, semi-annually, or quarterly; for estate planning specifically, the general recommendation is at least every three to five years or when there is a life event. You may want to get your attorney or tax advisor’s help.

Review & Update Your Estate Plan by Legacy Assurance Plan Of America

In addition to regular reviews, it’s a good idea to review and update your plan at life events including

Events that Should Lead You Get an Estate Plan Review
divorce/Marriage
disability/Illness
Getting Married and its Impact on Estate Planning
Change in your life or long-term care insurance coverage

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