It's important that planning be updated on a regular basis. Anytime somebody goes through a major change in their life, for example, a death in the family, a divorce, a major change in financial circumstances, planning should always be reviewed at that time. In addition, I recommend having a review of a plan at least once every 3 years to make sure that it's up to date and that it's going to fulfill all of your goals.

John J. Mangan, Jr.
Helping Florida residents with estate planning, guardianship as well as probate & trust administration needs.