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Change is inevitable..

Let’s make sure your estate plan keeps up with your life changes!

Our clients encounter all sorts of changes with each passing year, and we are committed to making sure your estate plan keeps up with those changes.

Use our Estate Plan Check-Up form below to identify areas that have changed and schedule your free plan review meeting – a $500 value for our valued clients!

If changes have occurred (change in assets or health, births, divorces, etc.), your goals may be jeopardized, and you should come in for a quick review.

We look forward to seeing you again soon!

Keep Your Estate Plan Up to Date!

Contact us today to schedule your FREE review meeting!
Please check off areas you have changes to, concerns about or would like to discuss.

This field is for validation purposes and should be left unchanged.

Family or Trust Changes

Family Changes: New in-laws, death of a spouse, divorce, marriage, new child, adoption, blended family, retirement, etc.?(Required)
Changes to: Successor Trustees, Personal Representatives or Powers of Attorney?(Required)
Beneficiary Changes: Any medical, mental, or substance abuse concerns or distribution changes?(Required)

Long-Term Care or Nursing Home Cost Concerns

(Many long-term care costs are not covered by Medicare)

Are you worried how you will pay for medical care if you or your spouse become disabled or require long-term care?(Required)
Would you like to know how to possibly qualify for Medicaid to pay for nursing home expenses (which are over $8,000 per month locally)?(Required)

Assets, Personal Property or Financial Accounts

Any real estate or financial accounts that are NOT in the name of your Trust (property, bank accounts, stock brokerage accounts, bonds, life insurance, etc.)?(Required)
Have you named your Trust as your IRA beneficiary?(Required)
Real estate or stock that you would like to sell and avoid capital gains taxes?(Required)
Texting Permission

If you answered “Yes” to any of these questions, it’s time to review your plan!
Fill out the request form here or call us at (804) 204-1500 to determine the next steps.

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