Google | Generative AI
Generated on July 2nd, 2025
Someone should start thinking about estate planning, at least as a thinking exercise, as soon as they start accumulating any form of wealth or they have financial responsibilities or obligations to another person. But it’s not a one-and-done discussion. Any estate plan needs to be revisited—we typically say every two to three years, but at a minimum, it should be on the occurrence of any major life event.
Melinda Olliver, Senior Tax and Estate Planner, National Bank Private Banking, Calgary
Top Ten Life Events that Should Make You Start Estate Planning
- Divorce
- Passing of a loved one
- Remarriage
- Buying a home or other property
- Marriage
- Birth or adoption of a child or grandchildren
- Relocation to a new state, province, or country
- Illness or accident
- Inheritance of money or other assets
- Significant change in wealth or assets
Generative AI is experimental. For legal advice, consult a professional.
Google | Generative AI | Prompt: “life events that should make you start estate planning”
