Doctors recommend visiting once every year for a physical, and dentists stress the importance of six-month checkups, but did you know that you should also take the time to review your estate planning documents with your attorney?
It is all too easy to have a these documents prepared and then forget about them. However, even small changes in circumstances can have a significant impact on your plans. A delay in addressing these changes can substantially alter your intentions.
So, if it has been a while since you took a look at your estate planning documents, take it out, dust it off, and schedule an appointment with your attorney. Your documents may be fine or, maybe, they need some tweaking. No matter what, staying on top of things will pay off in the long run!