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Unlike a lot of other aspects of financial planning, estate plans typically don’t require a lot of pruning.  However, there are certain life events that should always trigger an estate planning review.

We’ve put this infographic together as a simple guide to when you should review your estate plan.  Feel free to download and use it as a reference.

Infographic - When Should You Revisit Your Estate Plan?


Author Ron L. Brown, CFP®

Ron is a CERTIFIED FINANCIAL PLANNER™ and President of R.L. Brown Wealth Management. He specializes in retirement, estate, and business planning for professionals and entrepreneurs. Ron assists his clients with creating a financial plan to ensure they are able to live their ideal lifestyle during retirement and leave a strong legacy for their family. Ron has been featured in The Wall Street Journal, US News, Yahoo Finance, Investopedia, and numerous other high profile financial publications.

More posts by Ron L. Brown, CFP®
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