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5 Key Life Events That Call for an Estate Plan Update


November 20, 2024

Life is full of changes, and many of these milestones can significantly impact your estate plan. While creating a comprehensive estate plan ensures your wishes are met at a particular moment, life’s twists and turns—like shifting laws, evolving family dynamics, and changing personal goals—mean updates are often necessary. Staying proactive with your estate plan can help protect your loved ones and your legacy. Here are five pivotal life events that should prompt a review of your estate plan.

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