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Question

How often should I update my estate plan?

Answer

You should review your estate plan after major life events — marriage, divorce, the birth of a child, the death of a beneficiary or fiduciary, a significant change in assets, or a major shift in tax law. As a general practice, a review every three to five years can help keep your plan aligned with your current circumstances and goals.

Related FAQs

What is a SLAT (spousal lifetime access trust)?

What is a GRAT (grantor retained annuity trust)?

What is a dynasty trust?
Estate Planning Tax Planning Asset Protection Trusts Long-Term Care Impact of New Laws Tax Basics Protecting Your Legacy Generational Wealth Year-Round Tax Planning FAQs
Last Updated June 29, 2026
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