Over time, your assets will change, your family will change, the law will change and your life will change. Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless.
In addition, I ensure your assets are owned in the right way throughout your lifetime. There are currently billions of dollars sitting in State Unclaimed Property depots and I never want to see a penny of your assets there. Or for your family to be stuck dealing with the Court when you’ve worked so diligently to make things as easy as possible. We’ll prepare a thorough list of your assets so your family will know what to look for
Its the most important choice you can make. With each of my estate plans I include a no-charge three-year review to ensure that as your life changes, so does your estate plan.
Annual Plan Review with Unlimited Plan Amendments. Flexibility is a key component.
Annual Priceless Conversation to transition your most important and frequently lost family wealth.
Annual Membership provides 24/7 online access to health care and guardianship documents.
Substantial discount on my fees for advising your loved ones after you’re gone.
Annual Review of Your Assets and Update of Your Asset Spreadsheet.
A number of very valuable membership enrollment bonuses.
Call for more information. We are here to help.