Jump to content
Sign in to follow this  
jadacote

Family Estate Maintenance Program By Corliss Law Group Estate Planning Law Corporation

Recommended Posts

Formal Updating and Maintenance

Many people do not understand how an estate plan works and provides them value. Frequently we see customers who have had an estate plan done for them 20 or more years ago and it has sat on the shelf for all that time and never been touched or fully funded. Estate planning and the Estate Plan is a very dynamic process and it is an investment in your family’s future. Your Estate Plan can be impacted by many things:

· Change in your personal, family or financial situation

· Change in the tax or non-tax legal structure

· The development of new wealth preservation structures and strategies

Given this continuous process of change, your estate plan will not accomplish its purpose if it is never updated. The costs of failing to update are typically far greater than keeping your plan current. A good Estate Plan changes along with you and adapts to your changing circumstances; it meets your changing goals and keeps you in control of the process and the results.

Continue Reading

Share this post


Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
Sign in to follow this  

×