Spring has sprung! Earlier than we’re used to, maybe, and with some backsliding into the unexpectedly frigid March days here and there, but sprung nonetheless! This spring, the cleaning you need to worry about most might not be finally scrubbing down those gross shower tiles: you may need to worry about keeping your estate plan fresh. This is because, contrary to what many assume, creating an estate plan is *not* a “one-and-done” legal activity. Major life events, shifts in financial status, and changes in the applicable law can all affect your estate plan, and those changes may require you to make some edits to your documents. So, this spring, dust off your estate plan and consider the following:

Tis’ the season of giving, a time of year when individuals everywhere demonstrate their affection with gifts from the heart. Sometimes this means sentimental, homemade presents, but for others, this may mean lavish and expensive gifts. While you may not be on the naughty list this year, you may be on the IRS’ list of Americans whose generosity triggers the federal gift tax!