Well it took all day, but guess what we spent the day doing yesterday? At the end of October and April every year, we review our estate planning files and send review letters to clients. We review these files so that we can alert clients as to changes in state or federal laws which could affect them and indicate a need to update their estate plans. We recommend that clients regularly examine their estate plans and suggest such review be made at least once every 3-4 years, and more often if there have been major changes in family size, relationships, or assets.
If you would like a copy of our checklist of things that might warrant a change in your estate plan or if you think your estate plan should be reviewed or changed in any way, call us at 253.858.5434 for an appointment so that we can meet to discuss your needs and help revise your estate plan to fit your current needs.