When is it Time to Update Your Will?

One of the most important parts of estate planningwas drawn before 1982 and contains limited marital
is ensure that you update your will to ensure itdeduction clause.o You want to change the amounts
shows what your current goals and personal situationthat each beneficiary will receive.o You want to
are. There could be events in your life like divorce,change the type of property that each beneficiary
marriage or birth of child which could necessitate awill receive.o You want to add or remove a
change or update in your will.beneficiary.o When your marital status changes, you
The good thing about a will is that it is revocable andshould update your will.o Since the last review, there
this allows you to do as many changes as you wanthas been birth or adoption of children or
and when you want. Changes in a will are done bygrandchildren.o Your health has changed since the last
means of a codicil, which is a legal document just likereview of the will was performed.o The value of
a will and is attached to the original copy of the will.your estate has changed.o One or more assets of
It allows a person to execute minor changes withoutyour estate has appreciated or depreciated in value
incurring to much cost.since the last review.o You want to move to another
Here is a checklist with some situations which arestate.o You have managed to acquire property in
indicators of when it is time to update your will.o Youanother state since the last review of the will.o
need to update your will if it has not been reviewedThere have been major tax law changes since the
by an attorney in the last 12 months.o You want tolast review of your will.o You want to add, change or
change one or more beneficiaries.o In case your willdelete an executor or a trustee since the last review.