Most go too long without reviewing or giving additional thought to their estate plan. We recommend a review every year at best and at least a review every time there is a significant event in your life at worst case.
Our firm has developed an instructional process to make getting a Will and Trust very easy and simple for you. Utilizing automation and technology to its fullest extent allows us to provide a professional product at modest fees.
A loved one has recently passed away and has named you as the “Successor Trustee” or “Executor.” Now What? Trust Administration is a mystery to clients, but can be handled with the assistance of a good Probate and Trust lawyer.
The most common mistake in Estate Planning is failure to continue to review and update your Estate Plan.
Matthew S. Dana
JD, LLM, CPA, CLU
Here are some of the most common reasons your Trust may be caught in a legal “rip current” that could cost your family time and money:
- Out of State Documents
- Changes in the Law
- Changes in Washington – Taxes
- Changes in Size of Estate
- Changes in Relationships
- Death in the Family