Plans Are Temporary

Kitchens need a makeover every 10 years. Autos require significant servicing around 30,000 miles, and medical physicals are suggested annually. So…what about that estate plan? It’s been a dozen years since you hurriedly drafted your estate plan just before leaving on the European vacation. Lots of things have changed. The estate tax laws for instance, your kids are older, and you may even have a new spouse. Finally, you were confident your kid brother would mature with age, that’s why you named him guardian of your children and the $3MM estate. Too bad he’s a Peter Pan-he never grew up. It’s important to update your estate documents. Yes, I know it will cost a little coin. But the plan’s sole purpose is to provide for the most important people in your life. Surely that merits your attention and a little expense…YES it does and don’t call me Shirley! BEAR SEN$E MarkAlanGriffis.com

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