COMPLIMENTARY ESTATE PLANNING REVIEW
Whether your estate plan was done 1 year ago or 5 years ago (or more) its always a good idea to read through it from time to time. We offer a complimentary half-hour review meeting. This meeting is an opportunity to see whether any major life events or financial developments have occurred since your plan was signed and if so outline measures to properly update your estate planning.
We do ask one favor. Prior to the meeting please budget 20-30 minutes to read through your estate planning documents. Pay particular attention to the people you have nominated in various roles (e.g. Health Care Proxy, Personal Representative) and make sure those people are still a good fit. Please also review your beneficiaries and make sure that your past intentions meet your current intentions.
Please use the Contact Us Online box to the right to let us know you are interested in learning more.