17
January
There are many reasons to review and revise your legal documents often. Your answers to these important questions may indicate a need for updates. Here are some potential issues that may arise if you haven’t checked your estate plan lately, and some ways to resolve those issues. Potential Issue: Is the plan out of date? Remedy: Older plans are not bad if they accomplish the client’s goals. But new and improved techniques are being developed every day. Potential Issues: Was your plan drafted before 2011? Remedy: In 2011, tax laws changes and allowed a person to take advantage of the.
