Each year, rules change – and the same it true for tax laws governed by the IRS. Adjustments are made every year, and those can have dramatic impact on your estate plan.

For instance, the IRS has made it easier in recent years to designate one trust fund for all surviving heirs in particular situations. USA Today ran a September 2015 article on the subject, but just because a new option is available doesn’t mean it’s the best option for YOU.

In addition, the IRS itself has yearly updates, such as these, that are posted near the end of the year. They impact the next year’s tax filing, but can impact your estate plans if you haven’t met with an estate planning lawyer to ensure your plans are up to date.

That’s why we strongly recommend those with already-existing estate plans to review them with us. We typically recommend our clients to come in once every three years so everything is kept up to date.

If it’s time for you, then have a read through the article links above, then contact us to schedule your review.