How often should I review my inheritance plan?
An example of an AI chatbot conversation about reviewing inheritance plans regularly.
How often should I review my inheritance plan?
It's recommended to review your inheritance plan at least every 3 to 5 years, or after major life events.
What major life events should prompt a review?
Events like marriage, divorce, the birth of a child, or significant changes in financial status should prompt a review.
What if I don't have any major life changes?
Even without major changes, regular reviews ensure your plan aligns with your current wishes and financial situation.
Can I make changes to my plan anytime?
Yes, you can update your inheritance plan at any time, but it's best to document changes formally.
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