Estate Planning: Why Regular Reviews Matter

ARTICLE | January 14, 2026

Many people believe estate planning is only necessary for the ultra-wealthy, especially with the federal gift and estate tax exemption currently at $13.99 million. But this misconception overlooks a critical truth: estate planning is about far more than minimizing taxes. Life is constantly evolving—families grow, assets change, and laws shift. Whether you're welcoming a new grandchild, moving to another state, or navigating a divorce, your estate plan must reflect your current reality. Without regular reviews, even the most carefully crafted plan can become outdated, leaving your family to navigate unnecessary complications during an already difficult time.

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