When should an estate plan be reviewed?
It is my opinion that an estate plan should be reviewed when there are changes in your family unit. If somebody passes away, then you need to review your estate plan to make sure that it is what you want it and need it to be. However, if there are acquisition of properties that need to be dealt with differently than you had them dealt with when you first did your estate plan, then you need to have it reviewed at that point.
