Articles

Estate Plan Age Too? Why an Old Estate Plan Can Be a Hidden Risk

Most people don’t realize this, but an estate plan can get too old — and when it does, it quietly stops working the way you think it will. An outdated estate plan isn’t just inconvenient… It can lead to: Beneficiaries receiving the wrong assets Delays in probate Old partners or ex-spouses still being named Trustees who are no longer alive or suitable Tax consequences you never intended Even if your life hasn’t changed much, laws have. And if your plan is over 3–5 years old, you should treat it the same way you treat expired documents — it needs a review. Here’s why: