The most frequent estate planning error is not having a plan! The second is not updating an existing plan as major life events happen such as:
1. New Child or Grandchild,
2. New Marriage or Divorce,
3. Retirement,
4. Moving to another state, and
5. A considerable change to your financial net worth.
Learn when to update a Will or Trust, such as after a move or divorce, when your children grow up, or if you have a business. ACTEC Fellows, experts in trusts and estates, discuss 5 reasons why you may want to update your Will and Estate Plan.