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?

 

Ron L. Brown, CFP®

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.

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