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“10 Events Where You Should Re-Visit Your Estate Planning Documents”

Sarah Barker of Carbert Waite LLP gives us “10 Events Where You Should Re-Visit Your Estate Planning Documents”

  1. “You got married”
  2. “You got divorced or separated”
  3. “You entered or left an adult interdependent relationship”
  4. “You became a parent (or a step parent)”
  5. “A child has turned 18”
  6. “You’ve become a grandparent”
  7. “A loved one or beneficiary has died”
  8. “An executor or guardian has died”
  9. “You’ve moved to a new province”
  10. “Your assets have significantly changed (both up or down)”

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