Joe Schultz Law

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"Previous columns have mentioned that estate planning laws have changed significantly since 2010. Any estate document created before that point needs to be reviewed and updated. Your previous attorney can’t do the updating, and another lawyer might be wary of being held responsible for a document they didn’t draft."

Why your estate plan might need a do-over Estate planning laws have changed significantly since 2010. Any estate document created before that point needs to be reviewed and updated.

As your retirement goals and plans change you want to be sure to keep your estate plan updated. Best practice is about every 3-5 years or whenever you have a significant change/life event. In the meantime, here is a helpful article on ways you can start planning ahead!

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