Fiction: I completed my estate plan. I don't need to deal with it again.

Fact: It's great that you've completed your estate plan, but this is one of those things that is always evolving and never completely done.

Changes in your personal, family, or financial life may necessitate a review and update of your plan. So, too, may changes in tax and nontax laws, or in estate planning practices in general. An effective estate plan is one that is regularly reviewed and reflective of your current situation.


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