{"id":14088,"date":"2025-09-24T18:25:47","date_gmt":"2025-09-24T18:25:47","guid":{"rendered":"https:\/\/webtechs-designs.com\/2023Ogborne\/?p=14088"},"modified":"2025-09-24T18:30:22","modified_gmt":"2025-09-24T18:30:22","slug":"reviewing-updating-your-estate-plan","status":"publish","type":"post","link":"https:\/\/webtechs-designs.com\/2023Ogborne\/reviewing-updating-your-estate-plan\/","title":{"rendered":"Reviewing &#038; Updating Your Estate Plan"},"content":{"rendered":"<p>After you have established your estate plan, make sure it stays well-constructed by revisiting it on a regular basis or at significant life events.<\/p>\n<p>A lot of individuals review their estate plan at regular frequencies, usually when they go over their entire financial plan. This can be accomplished yearly, twice a year, or quarterly; for estate planning particularly, the general suggestion is at least every 3 to 5 years or when there is a life occurrence. You might want to get assistance from your attorney or tax consultant.<\/p>\n<p>In addition to regular reviews, it\u2019s wise to review and update your plan at life occurrences such as the following:<\/p>\n<ul>\n<li>The birthing or adoption of a new child or grandchild<\/li>\n<li>When a child or grandchild is no longer a minor<\/li>\n<li>When a child or grandchild needs scholastic funding<\/li>\n<li>Death or change in situation of the guardian designated in your will for minor children<\/li>\n<li>Change in your number of dependents, like the addition of caring for someone who is not a minor<\/li>\n<li>Changes in your or your significant others economic or other objectives<\/li>\n<li>Getting married or divorced<\/li>\n<li>Illness or debilitation of your significant other<\/li>\n<li>Changes in your life or long-term care insurance coverages<\/li>\n<li>Buying a home or other significant asset<\/li>\n<li>Borrowing a considerable amount of money or taking on accountability for any other reason<\/li>\n<li>Large decreases or increases in the value of assets, like investments<\/li>\n<li>When you or your significant other receives a considerable inheritance or present<\/li>\n<li>Modification in federal or state statutes that covers taxes and investments<\/li>\n<li>When any family member has passed on, comes down with an ailment, or becomes debilitated<\/li>\n<li>The passing or change in situation of your trustee or agent<\/li>\n<li>Changes in your career, like a new job, raise, or when you start or close a business<\/li>\n<\/ul>\n<p>Reviewing your estate plan regularly in addition to significant life occurrences is going to help guarantee that your legacy, both financial and in other respects, is passed on according to your wishes and that your heirs get their benefits as straight forward as possible.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_76 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/webtechs-designs.com\/2023Ogborne\/reviewing-updating-your-estate-plan\/#Source\" >Source<\/a><\/li><\/ul><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/webtechs-designs.com\/2023Ogborne\/reviewing-updating-your-estate-plan\/#Arizona_Family_Law\" >Arizona Family Law<\/a><\/li><\/ul><\/nav><\/div>\n<h4><span class=\"ez-toc-section\" id=\"Source\"><\/span>Source<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ol>\n<li>Reviewing and updating your estate plan. <a href=\"https:\/\/www.fidelity.com\/life-events\/estate-planning\/update-estate-plan\">Fidelity<\/a>. (n.d.). https:\/\/www.fidelity.com\/life-events\/estate-planning\/update-estate-plan<\/li>\n<\/ol>\n<h2><span class=\"ez-toc-section\" id=\"Arizona_Family_Law\"><\/span>Arizona Family Law<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><iframe loading=\"lazy\" style=\"border: 0;\" src=\"https:\/\/www.google.com\/maps\/embed?pb=!1m14!1m8!1m3!1d13295.289322404855!2d-111.972881!3d33.583962!3m2!1i1024!2i768!4f13.1!3m3!1m2!1s0x0%3A0xa02db9a3ce093e9d!2sOgborne%20Law%20PLC!5e0!3m2!1sen!2sus!4v1575490314048!5m2!1sen!2sus\" width=\"100%\" height=\"150\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>Naming <a href=\"https:\/\/ogbornelaw.com\/services\/estate-planning\/\" data-cke-saved-href=\"https:\/\/ogbornelaw.com\/services\/estate-planning\/\">guardians in your will<\/a> can be part of your <a href=\"https:\/\/ogbornelaw.com\/services\/estate-planning\/\" data-cke-saved-href=\"https:\/\/ogbornelaw.com\/services\/estate-planning\/\">estate plan<\/a>. You may think you\u2019re too young or don\u2019t have enough money to justify the expense, but if you have children, you have priceless assets. There are many <a href=\"https:\/\/ogbornelaw.com\/consider-naming-guardians\/\" data-cke-saved-href=\"https:\/\/ogbornelaw.com\/consider-naming-guardians\/\">considerations when naming guardians<\/a> for your kids. However, the process doesn\u2019t have to be expensive or complicated.<\/p>\n<p>There\u2019s nothing better than the peace of mind you will\u00a0have knowing you\u2019ve protected your family at a time when they need it most. Let us help. <a href=\"https:\/\/ogbornelaw.com\/schedule-a-consultation\/\" data-cke-saved-href=\"https:\/\/ogbornelaw.com\/schedule-a-consultation\/\">Schedule a consultation<\/a> or <a href=\"https:\/\/ogbornelaw.com\/contact\/\" data-cke-saved-href=\"https:\/\/ogbornelaw.com\/contact\/\">contact<\/a> Ogborne Law, PLC of Arizona today.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>After you have established your estate plan, make sure it stays well-constructed by revisiting it on a regular basis or at significant life events. A lot of individuals review their estate plan at regular frequencies, usually when they go over their entire financial plan. This can be accomplished yearly, twice a year, or quarterly; for&hellip;<\/p>\n","protected":false},"author":3,"featured_media":14092,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[342,37],"tags":[],"class_list":["post-14088","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-estate-plan","category-estate-planning","category-342","category-37","description-off"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Reviewing &amp; Updating Your Estate Plan - Ogborne Law<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Reviewing &amp; Updating Your Estate Plan - Ogborne Law\" \/>\n<meta property=\"og:description\" content=\"After you have established your estate plan, make sure it stays well-constructed by revisiting it on a regular basis or at significant life events. 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