Even the savviest business people have difficulty finding time in their busy schedules (much less the motivation) to appropriately update their legacy plan. However, events going on around you and the circumstances in your own life can have drastic effects on how well your plan is able to distribute your assets according to your wishes.
Here are 5 key areas you must consider to ensure your plan is exactly what you want:
PROVIDENTIA LAW’s core values are based on building relationships, being flexible, and being visionary. With our expert estate planners, you don’t need to rely on an article to lead discussions on life changes, they are already built into the foundation of who we are. We are dedicated to creating customized plans that fit your unique family and are continuously revised, so they grow as you do. Learn more about how you can secure your legacy by emailing us at email@example.com or by giving us a call at (408) 560-7010.