Christelle J. Jean-Felix and Heidi A. Seely Published in Financial Advisor
The article “Five Reasons Your Client Should Have An Updated Will” by Christelle J. Jean-Felix and Heidi A. Seely was published in Financial Advisor.
Although estate planning documents never really expire, they can become obsolete over time as circumstances change. What follows are some of the top reasons to update your will or trust: marriage, re-marriage, and divorce; having/adopting a child; changes in the lives of your fiduciaries and beneficiaries; and changes in tax laws. This article lays out real life circumstances that would require to update a will or trust.