Estate Plan Check-Ups: Don’t Just Set It and Forget It

In the world of financial planning, an often talked about aspect is estate planning. Estate planning can mean many different things. For most people, it involves creating a last will and testament, possibly a revocable trust and important advanced directives such as a power of attorney and a designation of health care surrogate. Creating an estate plan, or “getting your affairs in order,” tends to be an item on a person’s to-do list. And like other items on a to-do list, the goal is to just get it done and move on to the next thing. However, while it may not be something you have to look at every week, or every month, once an estate plan is completed, it is something that needs to be reviewed with some regularity. Read the article.

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