Updating Your Estate Plan? Don’t Make These Top Mistakes

You’re making the effort to stay on top of your estate plan. That’s great! Now don’t mess it up. Here is how to avoid five of the biggest blunders people often make.

Establishing an estate plan is extremely important. As life changes, it is necessary to update your plan to fit new circumstances. Whether it’s a change in domicile, the death of a family member, new grandchildren or a significant change in assets, it is important to make sure you adjust your estate plan accordingly.

However, when making changes, it’s crucial to avoid the following all-too-common mistakes, which can lead to headaches to you and your family down the road.

Richard M. Ricciardi Jr., Esq. | Kiplinger

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