When to change your will or trust
You should consider reviewing and amending your will under the following circumstances:
- A move to another state
- Acquisition of real estate or other assets in another state
- The death of a named guardian
- Named executor unable to serve
- Children grown/independent
- Family changes: births, marriage, divorce, deaths
- Change in financial situation
- Change heirs' situation or their incapacity
- Change in tax law
- Update charitable interests