How Often Should I Review My Estate Plan?

There’s a short answer and a long answer, but it really all depends on communication.

Keeps Things Timely

Estate plans should be reviewed every 3-5 years, provided there are no major life or law changes. This includes:  weddings, death, retirement, or moving.  When or if these changes happen, we want to know. Your Voisard team wants to be aware because one change can impact your entire plan structure. If we aren’t made aware or if we don’t talk to our clients often enough, we cannot ensure you are still on the path to best position you to meet your goals.  

We believe that it’s in our clients’ best interest to have a path of communication that allows you to feel comfortable enough to let us know of major life changes. By knowing our clients and understanding what their goals are, we can properly address any issues that occur along the way and update their plan to meet those needs.

It is important to review your estate plan to be up to date.

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More Frequently Asked Questions

We have great resources for all members of the plan, not just those that hired us. Watch to learn more.

Measuring success isn’t always about the final balance sheet. Watch to learn more.

Independent doesn’t mean restricted. We actually have more freedom to choose the best plans for your employees. Watch to learn more.

Our holistic approach covers more than simple retirement planning. Watch to learn more.

It’s not about timing the market. It’s about how much time you put into the market. Watch to learn more.

No rocks or hard places. Someone on the Voisard team will be here to help. Watch to learn more.

Sudden life changes mean the world to everyone involved, and that includes your holistic financial planners. Watch to learn more.

The first step of every good list is making sure you have the materials and know-how to complete it. Watch to learn more.

What do you want to do? That’s what’s driving our decisions when we create financial plans for our clients. Watch to learn more.

Maximizing your retirement is a multi-step process that should look different for everyone. Watch to learn more.

It’s all about the money, until it’s not. Watch to learn more.

We put our knowledge and career to the test for every client, and we will not compromise our integrity in this firm by doing otherwise. Watch to learn more.

We pride ourselves on open communication, and the fee agreement stage is at the forefront of that conversation. Watch to learn more.

Kickbacks usually come with other unscrupulous services, and that’s no way to start a client relationship. Watch to learn more.

When your financial planner is making more money from their services than you are on your plan, that’s a red flag. Watch to learn more.

Use our knowledge of the tax system to benefit you today, and in the future. Watch to learn more.

It’s perfectly normal to focus on growing your business. Just don’t forget about growing the rest of your life, too. Watch to learn more.