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Transcript:

I encourage clients to take a quick peak at their estate plan every three to five years. In most cases, the plan will work in all situations but if there’s a major life change, a divorcee, a child passes away, additional children, additional grandchildren the client may want to change provisions. Another instance where a change might be necessary is great changes in wealth; up, down that requires some revision too, maybe some estate tax provisions or something along those lines. But three to five years seems to be an appropriate time to revisit.