From the moment that you sign your estate planning documents, life circumstances continue to evolve. New children are born. Others reach the age of 18. Your named estate fiduciaries may move away or pass away. Named guardians may no longer be appropriate choices for your children. You will sell assets and acquire assets, requiring your trust to be refunded or updated.

Tax law and the law of wills and trusts also changes over time. We know for a fact that the estate tax law will undergo significant change over the next few years.

These changes will be accompanied by change in gift, capital gains, and generation-skipping transfer taxes. Moreover, numerous amendments are made to state probate codes each year. Some of these changes will require significant updates to your estate planning documents.

Finally, many estate planning documents lose their applicability and validity over time. Most notably, financial institutions frequently refuse to honor durable powers of attorney which are over one year old.

It can be challenging to keep up with all of the changes going on, let alone know what changes warrant a call to your attorney. Through our Client Care Program, we take care of these challenges for you.

Learn more about our Client Care program:

  • For Individuals
  • For Small Businesses