The one constant in life is change. The chaos of life means that your circumstances, legal requirements, assets, goals, and desires are always in flux. What does that mean for the estate plan you created months or even years ago? Likely that, at best, your plan is out of date. At worst, it could become entirely irrelevant and unenforceable.
In an environment where 70% of wealthy families lose their wealth by the second generation, effective estate planning and constant revisions are vital. If you have an estate plan in place, here are some indicators that your plan needs some work.
PROVIDENTIA LAW is well versed in these life events and understands how to effectively plan for the unknown, protecting your legacy and your family. Our customized solutions are designed to cover every eventuality and to withstand the strongest legal challenges. With our 360° review process and lifetime membership program, we ensure that no matter what life throws at you, your estate plan can keep up. Contact us today to find out more about creating an estate plan that moves with you, rather than being stuck in the past, by emailing us at email@example.com or by giving us a call at (408) 560-7010.