A well designed Estate Plan must allow for myriad changes. First, there is the constant change in your personal, family, and financial situation. Second, there is the evolution of both tax and non-tax law that impacts your Estate Plan. Finally, there is the growth in experience and expertise of your financial, accounting, and legal advisors.

Given this continuous process of change, your Estate Plan will not accomplish its purposes if it is never updated. The costs of failing to update are typically far greater than keeping your plan current.

A sound Estate Plan meets your goals and keeps you in control of the process and the results. We generally recommend that we sit down together to review your planning documents every two years (or more frequently if you have had significant changes in your family or assets) to ensure that your plan remains current. In fact, you may prefer to keep us on retainer to provide ongoing consulting and maintenance without the distraction (and irritation) of itemized invoices. This provides an opportunity for more proactive planning for you and your family.

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    Estate & Asset Protection Planning
  •  
    Estate & Asset Protection Planning