When to Update Your Will or Trust?

Consider revisiting your estate plan in the following situations:

• Family or personal circumstances change
• Birth or adoption of children
• Grandchildren
• Death of a spouse, child or other beneficiary
• Marriage or divorce
• Marriage or divorce of a beneficiary
• Relocation to another city or state
• Changes in the size of your estate
• Starting, buying or selling a business
• Death of a business partner

Benefits of Giving
Planning Your Legacy
Update Your Planned Gift
When to Update Your Will or Trust
Wills & Bequests
Legacy Society
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