When was the last time you reviewed your will? People generally make wills to guarantee
the proper disposition of their money and property, which is why it's a good idea to consult your
CPA when it's time to create or update your will.
We
recommend that you revisit your will every time you experience a major life event, such as marriage, the birth of a child, retirement or other significant milestones. Even if there is no
meaningful change in your life, it's smart to review the document every couple of years to ensure it still addresses
all your estate concerns and reflects your wishes. Changes in the value
of your investments-such as a stock portfolio or real estate-may also require adjustments in your estate plans.
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