Estate Planning Frequently Asked Questions

1. When should I revise my estate plan?
An estate plan should be edited after every major change in your life or three years. A major change may include the birth of a child, moving to a new state or starting a new business endeavor.

2. How do I know if my estate planner is trustworthy?
Ask them about their titles and credentials, and make sure they are up to date in the new tax laws. A good estate planner should be able to offer more than one plan for the future, due to their years of experience.