A Time for Review and Renewal   

            There is never a time like the present to examine your estate planning documents to ensure that they still address your intentions for your legacy.  We recommend that your Will, Durable Power of Attorney and Advance Medical Directive be reviewed at least every three years, or whenever there has been a significant change in your family and/or financial circumstances.  This review also presents the opportunity to ensure that your revocable trust is “funded” with your resources according to the design of the estate plan.  

            If you determine that your estate plan would benefit from a consultation with counsel, we are only a click or a call away.  There’s no time like the present.