How often do I need to have my living trust reviewed?
The answer is that you should review your trust and your other estate planning documents with your estate planning attorney every three to five years. In addition, you should review your documents before any major life event, such as a marriage, purchase or sale of real property, moving to a new state, or the birth of a child or grandchild.
Many events in our busy lives can impact our trust and estate planning. If you have a living trust and you haven't reviewed it lately, take a moment to call your estate planning lawyer and schedule a planning 'check-up.'
If you don't have an estate planning attorney, or if you have a question, feel free to contact me. I offer a free initial consultation so you can get answers to your questions and learn whether working with me at Elder Law of Chelsea would be a good fit for you.