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