Forbes: Life Events that Should Prompt an Estate Plan Review

Excerpt from: Wealth Strategies Journal 2.0 (click for full article)

Forbes has compiled a list of life events that should prompt you to review your estate plan. It includes classic events like marriage, divorce and child birth, along with events like sudden changes in wealth and when planning a significant charitable gift.

For the entire list, see Deborah L Jacobs, "When to Change your Estate Plan," Forbes.com (January 4, 2012).

Posted at 02:44 PM in Aging Issues, Estate Planning, Family Matters, Finance, Financial Matters, Legal Matters, Marriage | Permalink

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April 19, 2013