We recommend stopping in to say hi and check in with us every three years or whenever certain life events occur.  Such life changing events may include a change in your marital status, an addition to your family, a death in the family, a change in the value of your assets, the start of a new business, a move from or to another state, and/or changes in the tax code. The simple passage of time may trigger a need to update your plan. Your estate plan should change as your life does. Otherwise, it can become a set of outdated documents that don’t carry out your estate planning goals or protect the people that matter most.