The most straightforward reason to update an outdated estate plan is to include any desired changes in an individual’s family or to change any beneficiaries. An estate plan created some 20 years ago is likely to need updating for people who have both come and gone that the client would like to include or [...]

In 2012, Massachusetts adopted the Uniform Probate Code, which was the first true overhaul of state probate laws (some of the laws dated back to the inception of the Commonwealth). Therefore, it is clear that many of the laws governing an estate plan created 20+ years ago would be outdated and a revision could/should [...]

Another important consideration when deciding whether to update an estate is the client’s current financial situation. Often times when an estate plan is out of date, the client may now be in a very different financial situation. It would be important to update the estate plan to include any financial changes that may have [...]