06/04/2026
I am seeing more and more families with older trust plans that were never reviewed after major tax law changes.
Many people do not realize that estate and tax laws have changed significantly over the years, and some older trust structures may now:
• create unnecessary hassle after a death
• require extra paperwork and maintenance
• create avoidable tax issues later
In many cases, families simply did not know their trust should be reviewed.
If your trust is 15+ years old, it may be worth having an estate planning attorney review whether the plan still accomplishes your goals under today’s laws.
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