Many people are tempted to think of their estate plan as a one-shot deal, but the truth is that your estate plan is an evolving ever changing investment. It deserves the same annual maintenance and attention as you give to your personal health and finances.

In 2007 we formalized a unique "Review and Refinement" program for our clients. As families and finances ebb and flow, relationships grow or fall by the wayside, and tax laws definitely change your estate plan will be impacted. As a member of our Review and Refinement Program, you will participate in a program designed to confirm your estate plan responds to the continual changes of your life and meets your current objectives and concerns. In addition, participants are entitled to many benefits as well as discounts on fees we charge for our services such as:

Highlights of our Review and Refinement Program

• Annual check-in telephone conference with an attorney to review status of funding and discuss possible changes to documents.
• Comprehensive meeting with an attorney every three years or as needed.
• “Q & A” services for clients and advisors at any time during the year on estate planning matters, at no extra charge.
• Discounts on hourly fees for all estate plan, flat fee business, real estate or other firm offerings, estate administration.
• Subscription to participants-only online newsletters and events.
• Satisfaction in knowing your estate plan is up to date and will work the way you intend.

Your estate plan is more than an investment of money, it's an investment in your future, and your families future. To learn more, read our R&R Program Description, click [HERE]. Then contact Katelyn Scammon who can answer your questions and arrange for you to join.

Spring Newsletter coming soon!

If you are not a Review and Refinement participant, please contact Katelyn Scammon to request a copy.