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Title: Keeping Your Estate Plan Current Why Reviews Are Critical

United States, 3rd Oct 2025 - Creating an estate plan is an essential milestone—but it’s only the beginning. Life never stands still, and neither should your estate plan. At Fishbein Law Group, we don’t just draft strategies—we help ensure they remain effective as your life, assets, and family circumstances evolve.In this article, we’ll highlight why updating your estate plan is vital, the events that often trigger changes, and how our attorneys help safeguard your legacy through regular reviews.Why Estate Plan Maintenance MattersA well-prepared estate plan can lose its power if it doesn’t reflect your current situation or wishes. Without updates, your plan may lead to:Beneficiary designations that no longer match your intentionsFiduciaries who are unable or unwilling to serveAssets that aren’t titled correctly or left out of your trustMissed opportunities for tax efficiencyConflicts or confusion among heirsEstate planning should always be seen as a living process—one that adapts alongside your life.Key Life Changes That Require a ReviewWe recommend revisiting your estate plan every two to three years, or sooner if major changes occur, such as:Marriage, divorce, or remarriageBirth or adoption of a child or grandchildDeath, incapacity, or estrangement of a beneficiary, trustee, or agentSignificant financial shifts like inheritance, retirement, or new investmentsPurchase or sale of a home or businessMoving to a different state or tax law updatesThese life events can dramatically alter how your estate plan works and whether it still carries out your intent.What We Review in a Check-UpAt Fishbein Law Group, our estate plan “check-ups” are designed to ensure nothing falls through the cracks. During a review, we:Confirm fiduciaries (trustees, guardians, agents) remain appropr...

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