Annual Maintenance Program for Estate Planning Clients

Many of our clients tend to breathe a sigh of relief once they sign their estate planning documents… but it doesn’t end there. Because laws change and family circumstances change, we have always offered estate plan review meetings to our clients to keep their estate plans current. Watch this video to learn more about how the Annual Maintenance Program can be the solution for you and your family!

Are these things affecting your estate plan right now?

  • Tax Law Changes
  • Health Changes
  • Wealth Changes
  • Changes in Your Children’s Lives
  • Changes in Family Dynamics
  • Changes in Your Personal Preferences

We recommend contacting us today for an Estate Plan Consultation!

We look forward to speaking with you about the right next step for you and the holistic plan for you and your family.
Call us TODAY at 678-902-0824 or email!