Mom and Baby Q: I was recently married and we just had a baby. My husband has a Will that he had prepared before we were married leaving everything to his sister. Is that will still effective or should he make a new one? If he doesn't update it, will everything actually go to his sister? A: It is very important to update Wills and account beneficiaries upon the occurrence of a significant life event such as a Read More
If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60
You Should Review Your Estate Plan When You Hit 60 as well as other key points in your lifetime. How frequently you should review your estate plan depends on how old you are and whether there has been a significant change in your circumstances. If you are over age 60 and you haven't updated your estate plan in many decades, it's almost certain that you need to update your documents. After that, you should review Read More
