15 Reasons to Update Your Estate Plan

Here are some reasons and indicators that you may need to update your estate plan:

1. Name a different successor trustee
2. Name a different guardian
3. Name a different healthcare representative
4. Name a different agent as power of attorney
5. Title new assets in your living trust
6. Update beneficiary designations for IRA’s, 401(k)’s, life insurance policies and annuities
7. Modify distributions to children
8. Modify specific distributions to individuals
9. Modify charitable distributions
10. Review death tax provisions
11. Divorce
12. Remarriage
13. Additional children
14. Death
15. Just to see your attorney