Annual Review Program
Changes happen. The Annual Review Program is like keeping the oil changed in your car. You want your estate plan to work when needed. As an additional (optional)
benefit, we will store the originals of the documents in our fire proof vault. (The Annual Review Meeting is optional each year, but highly recommended.)
 Life changes or activities that could alter your estate-planning needs.
- Change in health.
-
Marriage
or divorce.
-
Death
of a spouse.
-
Change in estate size.
-
Death
or incapacity of an executor, trustee or guardian.
-
Move
to or acquisition of property in another state.
-
Birth
or adoption of a child.
-
Serious
illness of a family member.
-
Change
in business interest or retirement.
-
Change
in insurability.
-
Marriage
or divorce of a beneficiary.
-
Change
in beneficiary attitudes.
-
Irresponsibility
of a child.
-
Change
in tax law.
-
In-law problems.
-
Changes to title of assets.
-
More
than two years since review of plan with attorney.
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