Your estate planning documents express your wishes for your own care and wellbeing during your lifetime. They also guide care for your dependents, define legacies, and provide instructions about other matters in the future.

SageVest Wealth Management recommends that you review these important documents every two to three years; sooner, if you experience a significant life event e.g., marriage, divorce, birth of a child, etc. If it’s time to refresh your estate planning documents, consider addressing these sometimes overlooked items as part of your updates.