Our experience suggests that no more than five (5) years should pass without a careful review of your estate planning documents.  You should especially review your estate plan whenever

• the value of your assets has significantly increased (beyond $2 million) or decreased
• the needs of your beneficiaries change
• the tax laws are modified
• your personal circumstances have changed, such as a birth, death, or marriage
• you move to another state

Schedule an appointment to ensure your continued piece of mind.