Thank you for visiting our Client Care Center, created exclusively for our valued clients. This area is to provide you with tools that can be use to keep your current estate plan up-to-date and review new activities happening at the law firm.
Estate plans are a lot like cars. They work well if you keep them serviced over the years, but your older model car may need a tune up once in a while. Likewise, tax and estate planning laws are continually being updated. This changes the way people plan and update their current plans. With change, comes opportunity. These changes often provide new planning techniques and more protection than before. Since our law firm focuses primarily on estate planning, we keep up to date on the latest planning options available to deal with and protect against the real-life issues you and your family are facing in today’s hectic world.
It is important to review your estate plan with us periodically to make sure it takes into account any changes that may have occurred since first establishing your estate plan.
Some of these changes may be due to a death or divorce in the family, births, adoptions, second marriages or a new inheritance. These changes can have a dramatic effect on your estate plan if not planned for carefully.
If you are unsure of how any of these changes might affect your current estate plan, please contact our office. We will gladly review your plan to see what if anything needs to be done.