Smart Women Protect Their Assets: Essential Information for Every Woman About Wills, Trusts, and More

Chapter 9. Is There Anything Else You Should Do to Be Prepared?

YES!!!!!!!! Estate planning isn’t just about writing a Will, locking it up in a vault, and forgetting about it. You can continue to assist your loved ones by not only regularly reviewing your legal and financial plan, but also by pointing them in the right direction when the inevitable happens.

How Often Should You Look at Your Estate Planning Documents?

I recommend reviewing your documents every five years, or whenever you experience a major life change event or a significant increase or decrease in assets. A major life change can be a birth, death, divorce, bankruptcy, disability, or a change in your health. As far as a big change in your net worth, let’s just say that ...