It is a good idea to review your estate planning documents every year. Make sure they still reflect what you want and nominate the individuals that you want as your personal representative or trustee and agents under power of attorney. With births, deaths, marriages, divorces and changes to your financial situation and assets or when the people you’ve chosen as your personal representative, trustee or agent are no longer appropriate for those roles, you should contact an attorney to make the revisions needed.
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Estate Planning