Description
This detailed article explains that estate planning is not static. It uses three interesting case studies as examples to show when estate plans should be reviewed. A good reminder for your clients at any time.
Introduction
Many of our best laid plans rarely follow through exactly as we might have hoped. However, it’s another story when it comes to planning for what happens after we’ve left this planet. Our ideas about who will benefit from our estate could potentially change often during our lifetime.
Estate planning ensures that when we die, our assets can be passed promptly and tax-effectively to the people we love or to the charities we support.
Just like life, an estate plan is not static. As life changes, a will should be adjusted to ensure it remains relevant. There are many events that can trigger a need to review an estate plan, for instance:
To download and use this content, make sure you're logged in then hit the Download button and choose 'Save as' to keep the document.
No login details? Register above for full access.
