Estate plans are living, breathing creations. Your life can and will change due to new births, children getting older and other shifts in the family; changes to your portfolio, career and business; and changes to your health, where you live and your core values. Likewise, external events, such as tax legislation passed in your state or the development of a novel financial instrument, can throw your plan off track or open the door to opportunities. Obviously, you want to do due diligence without spending inordinate amounts of time noodling over your plan. Good enough should be good enough. To that end, ask yourself the following 6 “stress test” questions to assess whether you need to meet with an estate planning attorney to update your approach.

Are you failing your family the way these 4 celebrities failed theirs? These four celebrity estate planning fiascos offer lessons about how to handle your own planning and legacies. Pablo Picasso – The great Dada artist died in 1973 at 91 without a will, a status...

Protect your digital assets! Don’t worry if you didn’t consider these assets when made your will or trust – it’s surprisingly common and, luckily, easy to correct. Digital assets include, but are not limited to: your photos (yes, all those selfies are a digital...

On June 23, voters in the U.K. passed a referendum supporting the idea that Britain should leave the European Union. Known as “Brexit” for short, this surprising political outcome instantly plunged international markets into crisis, and the British pound took a...