Reviewing Your Estate Plan.

Just a friendly reminder that your estate planning documents should be reviewed periodically.

You don't have to see an attorney every year for a review, but it is  good idea to arrange for a check up or review of your estate planning documents every few years or so with your attorney.

Also, if you have recently married, divorced or had children, you will want to update your beneficiaries and estate plan to reflect that fact.

When reviewing your estate planning documents, you should also contact the financial institutions where you have bank accounts, brokerage accounts or life insurance policies to ensure that the beneficiaries of your various accounts and life insurance policies are as you intended. This also means checking in with your employer and other institutions holding your retirement accounts as well.