Have your legal documents kept up with life changes?

A general rule for how often you should review your will, trust, powers of attorney, and health care directive, is every three to five years. But that’s not the only time.

Your estate planning documents should reflect your life circumstances. So, when circumstances change, it’s time to look at those documents again.

If you’ve been out of the workforce and are now returning, it’s time to review your estate planning documents and consider a few other items as well.

Beneficiary...