By linking the updating of an estate plan to certain inevitable life milestones (both positive and negative), advisors can ensure that their clients recognize the importance of keeping things up to date
Source: Ten Milestones When Your Clients Should Revisit Their Estate Plans | Wealth Management
In other Asset Protection news…
If attacked, do you want to be Victor or Victim?
At SacredHonor.US, we hate it when people die embarrassed.
And at Protect.FM, we believe good estate plans protect families.
We make it easy for your family to attain the comfort of skill at arms.
David R. Duringer, JD, LL.M, is a concealed firearm instructor and tax lawyer specializing in business and estate planning; licensed to practice law in the states of California and Washington. He is managing shareholder at Protective Law Corporation, serving Southern California from its Laguna Hills (Orange County) headquarters and satellite offices in San Diego County (Coronado and Carlsbad).
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