Did you create a revocable trust in the past?
Have your circumstances or your assets changed since that Trust was created?
Your revocable trust should be reviewed every few years to ensure it reflects your current family dynamics and financial situation. If your trust is not reviewed periodically, your estate could be disbursed or divided up against your intended wishes.
Why a Trust Review Can Save You Money & Headaches
I provide free trust reviews to make certain your estate plan reflects your current desires, not the court's. During your review we discuss the assets in your trust, your intended beneficiaries, and your choices for your successor trustee, health care agent, and power of attorney.
We address any and all of your questions or concerns you might have concerning your revocable trust.
Contact us today to set up a free review of your current estate plan and see how an amendment to your trust can benefit you and your family.