ANNUAL REVIEWS ARE ESSENTIAL!

Estate plans require upkeep in order to ensure the maximum plan potential is retained.  Every year brings a variety of changes that could affect your plan.  A thorough review of your plan can be a long, complex process that involves everything from finances to tax laws.

Leave It To Us!

There is no substitute for the knowledge and tempered judgment that comes from years of experience.  With a professional team such as ours, you can have all of our resources from knowledge in taxes to specialized book keeping on your side.  Because we are committed to our customers, to knowing them unusually well, and to developing the right mix of products and services to meet their individual needs, you can rely on the best plan administration.

WHY REVIEW?

• Family Circumstances

Your family's circumstances may change; marriage, divorce, children and grandchildren are some examples of why you might want to modify your estate plan.

• Financial Circumstances

A change in your financial circumstances.  Should your income and/or net worth change, your existing estate plan may no longer be appropriate for you.

• Geographic Move

Moving to a different state may result in different planning implications.  Anytime you move from one state to another, your estate plan should be reviewed.  State law may be different from the state where your estate plan was created.

• Change in Tax Law

When a change in estate tax law occurs, your estate plan may be required to be amended to reflect the new tax law.

• Special Circumstances

Sometimes a child has special needs due to physical or mental limitations.  Sometimes a surviving spouse's ability to earn a living changes due to a disability.  Such situations create special needs that often require special planning.

WE  REMAIN  DEDICATED  TO  CAREFUL,  CONCERNED,  ONGOING  SUPERVISION  OF  ALL  YOUR  INTERESTS!!