Reviewing Your Will

You might want to review your will when….

• There’s a birth or adoption of a child, grandchild or other family member
• After a marriage or divorce
• A person named in your will passes away
• Your children, grandchildren or other heirs reach adulthood
• There are changes in your executor, guardian, and/or trustee’s circumstances
• The value of your estate significantly increases or decreases
• You are starting a business
• There are changes in tax laws
• You are approaching age 70 ¹/₂(when you are required to begin taking distributions from your IRA, 401(k) or other qualified plan)
• You move to a different state
• There’s a diagnosis of a chronic or terminal illness

Consult your estate planning lawyer.