BACKNEXT

How often should I update it?

It's a good idea to review your will every year or so to make sure it remains current with your wishes. Also check it after major life changes, including the death of one of your heirs; the birth of a potential new heir; a significant shift in your financial situation; major adjustments to your investment portfolio; real estate purchases and sales; and changes to the tax code.

Meanwhile, make sure to review the beneficiary designations on your 401(k), IRA, pension and insurance policies: Assets in those accounts will be transferred automatically to your named beneficiaries when you die, even if your will says otherwise.

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer. Morningstar: © 2018 Morningstar, Inc. All Rights Reserved. Factset: FactSet Research Systems Inc. 2018. All rights reserved. Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor's Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2018 and/or its affiliates.