Many of our clients are unsure on when to complete an estate planning review and are often unclear on the importance with keeping their estate plan current. Changes happen, changes in your life could mean BIG changes on your existing plan.
Some of these changes could be new laws, marital status updates, buying and/or selling a home, the birth of a new child, or new grandchildren in the family, a teen going off to college, retirement, inheritance, incapacities, and other unforeseen circumstances. What is the best way to stay on top of your planning? Keep your estate plan current on a yearly basis with our Legacy VIP Program.
At Legacy Estate Planning, we have developed our Legacy VIP Program that offers you the opportunity to easily maintain your estate plan annually, decrease the cost of your heir’s planning and protects your legacy.
Our Legacy VIP Program is also designed to keep you informed about various estate planning matters and changes through an annual meeting, quarterly newsletters and regular seminars. You’ll also be pleased to learn that this program includes a number of valuable services and substantial discounts on more advanced work.