Guess what we're spending the day doing? Every April 30th and October 31st, we review estate planning files so that we can alert our clients as to changes in state and/or federal laws which could affect them and indicate a need to update their estate plans. We recommend that our clients regularly examine their estate plans at least once every three or four years, and more often if major changes in family size, relationships, or assets should occur.
If you would like a copy of our estate planning review checklist or have questions or concerns about your estate planning needs, give us a call at 253.858.5434 to see how we can be of service.