Thank you for visiting the Client Care Center, created exclusively for our valued clients. The purpose of this area is to provide you with tools that you can use to keep your estate plan up-to-date and review new activities happening with us.
Estate plans are a lot like owning a car. They work well if you keep them serviced over the years. But your older model car may need a tune up once in a while. Likewise, tax and estate planning laws are continually updated which changes the way people plan and update their plans. That is why it is important to review your estate plan with us periodically to make sure it takes into account any changes you may have had since first creating your estate plan.
If you are ever in doubt of how any of these changes can affect your current estate plan, please contact us. We will gladly review your plan to see what if anything needs to be done.