Estate Planning Maintenance
An estate plan faces a myriad of changes. First, there is constant change in your personal, family, and financial situation. Secondly, there is constant change in both tax law and non-tax law that impacts your estate plan. Third, there is constant change in your attorney’s experience and expertise. Your professional advisors are continually improving through ongoing education and collected experience.
Since everything constantly changes, you cannot expect a plan to accomplish what it was intended to accomplish if it is never updated. The costs of failing to update are typically far greater than the costs of keeping your plan current. As part of our process, we offer a system to revisit your goals and objectives, your assets and your choices for important roles in your estate plans. We help keep your plan up to date based on changes in your life, the law and our learning about best practices.