FYI: I OFTEN TALK with estate planning attorneys—and they tell me that individuals typically complete an estate plan just twice in their lives: upon marriage and upon retirement.
On the one hand, this is good. Major life changes warrant a review of your estate plan and an update to key documents. On the other hand, this is not so good. Much like other areas of your financial life, your estate plan needs to be reviewed on a regular basis.
Regards,
Ted
https://humbledollar.com/2019/04/a-great-gift/
