Your trust, our expertise.
After setting up a trust, too many people think their estate planning is finally done, once and for all. However, regular reviews of a revocable living trust and other estate planning documents are essential for various reasons.
Revocable trusts offer many tax benefits.
• Simply ensure your trust is updated to reflect the latest tax laws by setting up a complimentary review today. Tax code changes can have dramatic effects, which is why it is so important to ensure your revocable living trust reflects the latest changes.
Changes in life circumstances should be monitored.
• One of the most common reasons a revocable living trust should be updated is because of changes in life circumstances. Revocable living trusts are meant to be adjustable over the years and having them reviewed is the best way to do just that.
Protecting the Portability of a Spouse’s Benefits
• Keeping your revocable living trust updated properly can help ensure you take advantage of many benefits from one spouse to another.
Contact Us for a Revocable Living Trust Review Today!