Many people believe that once they have their estate plans prepared, they're done with estate planning forever. Unfortunately, this is rarely the case.

When working with clients, I explain that an estate plan is a reflection of the present state of their lives, coupled with an overlay of applicable laws. As time progresses, a client’s family circumstances, as well as those applicable laws, will likely change -- and as a result, the plan will need to be updated.

Register or login for access to this item and much more

All On Wall Street content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access