If you have taken steps to obtain and complete estate planning documents including a Last Will & Testament, Powers of Attorney (POA), and Living Will, then you are on the right track to ensuring your estate is properly executed according to your wishes. Yet, it’s important to note these documents are not “once and done” and do require a periodic review.

Many estate planning professionals, such as attorneys and financial planners, recommend a review of these documents every three to five years or any time you experience a major life event. Below are six reasons or circumstances for which a review would be appropriate.

Christine R. Settle is vice president/trust officer for ACNB Bank.

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