APRIL 17th is History! – Now What? – Time to review your current situation

We recently sent a short piece to our friends and clients reminding them that now is the time to review their personal and financial situation as well as their wills, trusts, powers of attorney, and health care directives, etc.  The piece contains a few probing questions and a real life example of how the failure to review one’s estate planning documents can lead to significant unintended consequences that could seriously affect the relationships of your loved ones.  Contact us for a free copy of this short piece as well as a free copy of our more extensive questionnaire entitled “APRIL 17 HAS PASSED, TIME TO TAKE STOCK OF YOUR ESTATE.”


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