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The Top 7 Mistakes in Estate Planning #7: Not Keeping Plans

    Many families who set up estate planning several years ago are unaware that planning is an ongoing process.  Family circumstances and laws change significantly over time, making their plan ineffective for their current needs.  For an estate plan to work effectively, it should be reviewed on a regular basis with your attorney and other advisors to ensure that your documents are current.

    Of course we are not all Crusaders, but everyone wants to protect themselves as best they can during their lifetime and provide for their family when they are gone.  If you have a plan in place or are thinking of creating one, the first step is to work in conjunction with a skilled tax and estate-planning attorney to provide guidance and education.  Only by being clear on your goals can you develop current planning to take care of your family.

    For additional information on how to begin the process of planning your estate and avoid the top seven mistakes of estate planning and more, please call 800-964-4295 to register for an upcoming community education workshop