Now’s the time to review your estate plan
Abstract: That estate plan an individual created years ago should be dusted off and carefully reviewed. One may find it to be out of date or in need of minor tweaking. In any event, it’s likely that some changes are required. The end of the year is an optimal time to act. Get a fresh start on the upcoming year by taking time now to review and revise the estate plan as needed. This article provides several questions to consider when reviewing an estate plan. A sidebar details the benefits of creating a trust.