Is Estate Planning Really a Lifetime Process?

Written by JamesM

January 24, 2016

Learning Center

Yes.  Estate Planning is not a “one-shot” event; it is an ongoing process.  Families change…goals change…assets change…and the law is always changing.

We can offer you an initial estate or business succession plan coupled with annual or bi-annual information and updates, as well as a contract for the final post disability or death services that will provide quality planning at the lowest possible overall cost to you and your loved ones.

Please feel free to Contact Us with any of your questions or concerns.

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