by Shaina Case

Obvious changes in our lives—whether joyful (purchasing a home, getting married or re-married, having a baby, winning the lotto, getting a raise or new job) or sorrowful (death in the family, lose job)—often give us triggers to put our estate plan together. If the change is not so obvious, a general guideline is to review your estate plan at least every 5 years to ensure that the plan still addresses your needs, goals and wishes, and that there have not been significant changes in your life warranting plan revisions.