Much like retirement planning should be considered prior to your actual retirement, estate planning should be evaluated before you pass away. On an annual basis, make an appointment with your estate planning attorney. If you’re concerned about other instances that warrant a meeting with a specialist, read on to learn common concerns that should instigate a review of your estate planning. 

Have you purchased property?

This is a critical question because your attorney may want to review whether the property has been accurately titled.

Have you started or bought any accounts that require the listing of a beneficiary?

It goes without saying that you should review this at least once a year so your beneficiary designations are up to date with your needs, but any new accounts should always be factored in, too. If your wishes have changed with regard to beneficiaries, it is important to make these changes now rather than risk putting it off

Have you gone through any major life changes?

Having a child, getting remarried, or a divorce can all have a big impact on your estate planning. This could require updating existing documents or entirely new strategies to protect your assets. No matter what the situation, schedule a meeting yearly.