If you have an estate plan in place, you’re in the minority: 51% of Americans age 55 to 64 don’t even have a Will, according to this survey.
But having an estate plan doesn’t mean that the job of protecting
your family’s future (and present) ends. Chances are your personal and
financial situation will change as time passes. The next step is to
periodically review your estate to make sure it reflects your current goals and requirements.
your family’s future (and present) ends. Chances are your personal and
financial situation will change as time passes. The next step is to
periodically review your estate to make sure it reflects your current goals and requirements.