Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for November, 2011

7 Reasons to review your estate plan

by Antoinette Bone on Nov 22, 2011 Posted on Our Blog

You haven’t reviewed your estate plan since. . . . . ? You need to update your plan if: 1. Your net worth or the value of certain assets substantially increases or decreases. 2. Your family circumstances change (for example, marriage, divorce, or birth of a child or grandchild). 3. A beneficiary dies or his […]