Tuesday, April 7, 2015

Estate planning is a Journey

When many people do their wills or trusts, or any type of estate plan, they mistakenly believe that they will never have to think about it again. Nothing could be further from the truth. Every estate plan, every will and every trust represents only a snapshot in time of that client's goals and objectives.



Your will or trust will not remain current without periodic attention. In this way, doing your estate plan is only part of your journey, never a destination. In the article below, this is discussed further and the  author offers their unique perspective to the journey of estate planning.

Estate Planning is a Journey Article

As the article relates, your will, your trust, your estate plan is not a one time thing, but a living representation of you and what your thinking is from time to time. For that reason, don't ignore your plan, review it from time to time with your wills and trusts attorney and make sure it is up to date with you.


Let me know your thoughts and comments on this or any of our articles. Thank you.

Bernie Greenberg

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