Protecting Your Rights, Maintaining Your Trust
Estate Plan Maintenance is a MUST!
Your estate plan is a snapshot of you, your family, your assets and the tax laws in effect at the time it was created. All of these change over time, and so should your plan. It is unreasonable to expect the simple will written when you were a newlywed to be effective now that you have a growing family, or now that you are divorced from your spouse, or now that you are retired and have an ever increasing swarm of grandchildren! Over the course of your lifetime, your estate plan will need check-ups, maintenance, tweaking, maybe even replacing. So, how do you know when it's time to give your estate plan a check-up? Generally, any change in your personal, family, financial or health situation, or a change in the tax laws, could prompt a change in your estate plan.
What is your plan? Watch my video:
WRNicholsLaw's Estate Planning practice focuses on protecting your assets from creditors and predators, ensuring asset transfer in accord with your desires, maintaining optimum control to the extent you desire, all against the backdrop of wealth accumulation and preservation to create the legacy you envision.
Contact WRNicholsLaw today: 855-497-6529 (855-4-WRN-LAW) or email Wally (firstname.lastname@example.org) to schedule a comprehensive estate planning consultation.