When You Should Update Your Will

You should update your Will and Estate Planning where the following occurs:

• Your Will is older than three years old • You get married or divorced • A baby (or grandchild) is born or adopted • A beneficiary in your Will has deceased • You would like to name different guardians, personal representatives, or trustees • Your children reach the age of eighteen (establish a trust) • A substantial increase or decrease in the value of your estate occurs • You acquire or sell a significant asset (practice sale) • You move to another state • Tax laws have changed since your Will was written