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When to Review Your Will and Other Estate Planning Documents

Posted by Joel Beck | Dec 26, 2015 | 0 Comments

Some questions we often get include: How often should I review my will? What about my other planning documents – when do they need to be reviewed? Do my documents need to be updated periodically?

In this short video, attorney Joel Beck of The Beck Law Firm, LLC answers these questions and more, helping you understand how often to review your planning documents, and discusses some common events that should lead you to do a special review.

About the Author

Joel Beck

Joel Beck founded The Beck Law Firm, LLC in 2007. His firm focused on business law and estate planning needs of clients, two areas that he was drawn to based upon personal and business experiences in his life, including a ten-year career at NASD (now known as FINRA).

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