We all know that life is a journey and sometimes messy. It can change in an instant and turn our world around. That is why we consider Estate Planning to be a Process, Not an Event.
Over the years, we have created hundreds of Estate Plans for Business Owners and Individuals. Yet, in today’s environment, nothing stands still. It is essential to have an Estate Plan review every year to ensure that it will continue to accomplish its original objectives.
The rapid pace of change and the innovation of new planning opportunities prompted us to create a process to revisit our client’s estate plans. We call our process: 365 Estate Plan Review. This annual review allows us to mutually review the Estate Plan and confirm that it reflects the wishes of the owner and complies with current laws.
For more information, contact one of our Estate Planning Team members.
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It would be our pleasure to discuss your business, tax and/or estate planning needs.
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