Do You Have A Visual Estate Plan Summary
Many existing estate plans are worse than having no estate plans at all.
MILLIONS OF ESTATE PLANS ARE DISASTERS WAITING TO HAPPEN
The Effect Of An Incorrect Out Of Date Estate Plan
- Tens of thousands of additional expenses
- Hundreds of additional hours of work for the family
- Strained family relationships
- Tarnished legacy
- Delayed access to funds
- Damaged business
ESTATE PLANS ARE OUT OF DATE WHEN...
Relationships Change
- Birth, Death, Divorce, Family Issues and Disputes
Wealth Changes
- Inheritance, Assets Change, Charitable Gifts, Distribution Adjustments, Business Change
Health Changes
- For clients family: Mental Capacity, Special Needs, Addiction
Other Changes or Issues
- Moved to another State, Real Estate not in the Trust, Trust Structure Outdated, Beneficiary Designations Out of Date