Many people ask me how often a family trust or estate plan should be reviewed. Some attorneys insist that their clients come in for an annual review, at standard hourly rates of course.
I recommend that an Estate Plan be reviewed at least every 5 years. Much longer than 5 years is too long to let your plan be unreviewed.
I tell my clients that if a family event has happened were a lot of pictures are taken then they need to think about updating their Estate Plans. Someone got married, someone was born, someone graduated and moved out. Any of these events could cause your Family Trust to be out of date with your life and your plans.
If it’s been longer than 5 years since your Trust was reviewed by an attorney, give my office a call and schedule an appointment,
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