10 Estate Planning Tasks To Complete Before 2013: #2. Review & Update Your Plan

#2. Review and update your existing estate plan. 

Personal and financial circumstances will change throughout your lifetime, and your plan needs to change with them.

Revisions should be made any time there are changes in your family (birth, death, marriage, divorce, remarriage), your finances, tax laws, or if a trustee or executor can no longer serve. 

Now is a perfect time to do this; if there are changes you want to share with family members, you can do that when they are home for the holidays.