Heritage Florida Jewish News - Central Florida's Independent Jewish Voice

Caregivers entrusted with lives beyond their own should ideally join the 40 percent of Americans who have crafted a will or other estate-planning document. Yet, even the most meticulously prepared estate plan requires periodic review to ensure alignment with life’s twists and turns.

Here are five critical life events necessitating a review of your estate plan:

1) Birth or adoption: Welcoming a new child requires updating your will to designate guardianship. Consider establishing trusts for children or grandchildren to manage assets effectively.

2) Marital status change: Whether marrying, divor...