Many people tend to view estate planning as a “one-and-done” to-do list item. That may be a mistake. Things change over time – with you, your family, the economy, and your finances – and it’s hard to know how your estate plan will be affected if you don’t review it every once in a while. It doesn’t have to be every day, but you should at least treat your estate plan check-up like an annual physical and take care of it once a year.

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