Daily Archives: April 2, 2014

More Reasons to Revise Your Estate Planning Documents

In the first part of this series, I discussed twelve reasons for revising your estate planning documents.  Normally I suggest clients review their wills, trusts, powers of attorney and other estate planning documents within at least five years of when … Continue reading

Posted in Advance Directives, Beneficiary designation, Estate Planning, Estate Tax, Power of Attorney, Trusts, Wills | Tagged , , , , , , , , , , , | Comments Off