Good for you! You signed your will and powers of attorney! Maybe you even finalized your living trust, and transferred all (or most) of your assets into the trust’s name. You’re done, right? You never have to update your estate plan again, right?
Wrong. Of course. But how soon do we want to see you back in our office? Every year? Once every two or three years? On a five-year cycle?
Join us for our podcast episode, in which we suggest a schedule. Spoiler alert: we want to see you again in about five years. We explain why. And it’s not because we think the law will change within five years, incidentally.